Destination Retirement

Introducing Destination Retirement

Destination Retirement is a pioneering digital retirement advice service for people who are ready to transition towards their life after work.

The service helps people connect with their future and really envisage what they want it to look like. It helps them explore different options, showing what they can achieve with the resources they’ve got. And they can keep exploring until they’ve got a plan they’re happy with.

When it's time to put their plan into action, Destination Retirement provides regulated financial advice on how to do this in the most tax-efficient way possible.

What's more, Destination Retirement, supports people throughout their life after work so they can be confident that if things change, their plan can adapt.

To see just how beneficial Destination Retirement can be to your organisation, and how empowering it can be for your colleagues considering transitioning towards retirement, get in touch to arrange a demonstration or for more information.

Discover how Destination Retirement can __work for your organisation...__

__Better retirement planning__ is in your hands

Until now, quality financial advice has felt unattainable for so many, too costly and complex. But you have the chance to offer your colleagues a solution that helps them plan for a better later life. One that helps them make smart choices, provides peace of mind and shows them how their money can go further.

Access to __high quality advice__

Destination Retirement is an automated retirement advice service, developed using the latest technology and powered by the consumer insight and expertise we’ve gained from years of experience in UK retirement markets. It transforms the way your people can access fully regulated, impartial and professional advice on pensions, savings and investments.

Step-by-step __support__

We’ve made sure Destination Retirement is as easy as possible to use for people with all levels of financial experience. It breaks down the retirement planning process into five simple stages and is written in plain English. Plus, support is available by phone, screen-share or webchat.$ $

A __personalised__ retirement plan

Destination Retirement helps people to think about the retirement they’d like, and to identify and prioritise what they’ll spend their money on. Using their information, it creates a personalised retirement plan that shows whether they can achieve what they want from retirement with the resources they have.$ $ They can change their information as much as they like to see what impact it will have. And once they have a plan they’re happy with, we’ll provide regulated advice detailing the most suitable financial products to make the plan a reality. If they’re happy with our recommendations, we’ll do the hard work to put it in place for them. $ $

Only __high-quality__ advice

Our strong advice principles and customer focus ensure we give the best possible advice to everyone, and have the complete confidence to stand behind it.$ $ We’re authorised to provide regulated advice by our financial regulator, the Financial Conduct Authority. This means we’re liable for the advice we provide and can be held to account for it by a third party, the Financial Ombudsman.$ $ Our robust approach to governance helps us fulfil all our regulatory obligations. What’s more, Destination Retirement has been thoroughly tested by our in-house multi-skilled advice team.$ $ So, you can rest assured that Destination Retirement will only ever provide your colleagues with high-quality advice.$ $

Keeping plans __on track__

After plans have been put into action, Destination Retirement continuously monitors the performance of people’s investments for them. So, unless they hear from us, they can be confident that their plan is on track to help them achieve the retirement they’ve planned for.

Retirement specialists __you can rely on__

We focus solely on retirement markets, so we have a deep understanding of the needs and aspirations of people in later life. Our digital team has been developing market-leading financial technology in the at-retirement space for over 20 years. $ $ Today, our retirement income software is widely used by employee benefits consultants, financial services companies and trustees, and we're currently the UK's biggest retirement income broker.

Discover how Destination Retirement can transform the way your people can get the financial advice they deserve in our free downloadable brochure. Download Brochure

Ready to make better retirements happen

Pension Buddy

Pension Buddy provides valuable information and guidance for people starting to plan for their life after work.

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Wellness benefits

Helping people feel a sense of control over their plans for the future genuinely improves their well-being in the here and now - as well as setting them on the path towards a better life after work.

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Working with us

We pride ourselves on being great to work with. We have years of experience working with organisations across the UK to help them broaden their employee benefit solutions.

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