Stage one

About your retirement

Before we look at your retirement readiness, tell us a little about where you are in your retirement journey.

First name

Last name

Email address

Financial scope

Choose one basis and use it consistently throughout your Retirement Reality Check™.

Me onlyMy household

Date of birth

Retirement status

I have not yet retiredI am already retired

If you were invited

Access code (optional)

Only needed if your employer, fund or association invited you. Your personal answers and your report stay yours — a sponsor only ever sees combined, anonymous group results, and never for groups smaller than ten people.

Your privacy and consent

Your information is used to generate your RETIRE READY™ results and personalised report.

We collect your name, email, date of birth and retirement timing to personalise your report, and your money answers to work out your Retirement Reality Check™. Your answers are saved securely so you can leave and come back, and your report is yours alone.

We never ask for identity numbers, bank or pension account numbers, payroll numbers or login details.

RETIRE READY™ is financial education. It is not personalised investment, pension, tax or legal advice, and it does not guarantee retirement sufficiency.

I understand how my information is used and I am happy to continue.

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Your answers are saved securely as you go, so you can leave and return without losing progress.