Life Goals Tool

Life Goals Tool

Start planning your future today, with our savings and investments life goals tool

Start goal planning

Whether you’re already saving or investing, or planning to start, you can use our Life Goals Tool to help you start thinking about your life ahead.

The easy-to-use tool has been designed to provide a guide to what you might need to consider to achieve your goals. Because it’s fully interactive, you can make adjustments and test different scenarios to see the impact any changes will make.

How does the tool work?

  1. Select your reason for wanting to save or invest
  2. Tell us the amount you want to achieve and by when
  3. Tell us how much you can contribute towards your goal
  4. Receive a summary, explore projections and make adjustments if needed
  5. Get an outline of the next steps to help achieve your goal
Life Goals Tool

What goals can we help with?

We have 8 tailored goals to help you plan your next steps, no matter what stage of your financial journey you are at.


  • Saving for the unexpected
  • Saving for future education
  • Making more of my money
  • Saving for a specific goal
  • Saving for my family's future
  • Taking an income from my money
  • Saving for a new home
  • Help with a lump sum

Start planning your savings and investment goals now with our Life Goals Tool

Many of the products offered are not like building society or bank deposit accounts. Your capital is at risk so you may get back less than you originally invested. The value of your investments and any income from them may fall as well as rise.

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