Information & advice

What kind of retirement are you planning?

Make sure you’ll be able to afford the retirement you want before its too late. Order your MoneyTrail CD-ROM now. 

What is MoneyTrail?

MoneyTrail is an easy and free way to check if your plans are on track for the sort of retirement you’ve been looking forward to. And, if they’re not, it will help you to bring your finances back in line. 

We understand the problems that can occur when people suddenly discover, too late, that they haven’t saved enough to meet their expectations in retirement. So we have developed MoneyTrail to help you check your own position and to assist you in making plans to remedy any shortfall before it’s too late.

MoneyTrail is so simple to use. As the name implies, all you have to do is load the CD-ROM into your computer and follow the clearly marked step-by-step trail through to the end.

How does MoneyTrail work?

MoneyTrail looks at your current household income from employment and benefits to details of the state pension you’re likely to receive, along with any occupational and personal pensions you’ve paid into, and calculates your likely retirement income. 

It will give you the reassurance of knowing that you have taken the necessary steps to ensure your retirement finances are on track, before it’s too late. 

MoneyTrail offers you:

• A FREE, easy way to check that your retirement plans are on track
• A reliable and accurate picture of your retirement finances  
• An easy to use, step-by-step guide
• A program written by experts
• The opportunity to create an action plan to help you remedy any shortfall 

Order your MoneyTrail CD-ROM now.

MoneyTrail updates