From getting started to
staying on track

First, choose the pathway that best reflects where you are today and how you prefer to engage with retirement planning.

Then, get access by providing a few basic details so we can create your personal planning environment within Voyant – the financial plan modelling software.

Watch the video content provided within your chosen pathway.

Gain a deeper understanding of the trade-offs behind major financial decisions.

Upload details of your finances, including;

• Your existing savings, pensions and investments
• Income and expenditure
• Future goals and aspirations

View future cashflow, asset value and tax forecasts.

Test assumptions and explore different futures with ‘what if’ scenarios.

See insights such as required rate of return and annual spending capacity.

• Use Sightable’s Intelligent Support Tools to help you understand and interpret the financial planning model outputs.
• Get answers grounded in the Retirement Intelligence framework.
• Better understand the implications of different choices and trade-offs.
• Reduce uncertainty and second-guessing.

Get a ‘second pair of eyes’ on your plan.

Book a one-to-one session with one of our Sightable Guides, who are all fully qualified UK-based financial advisers or paraplanners.

With the knowledge and understanding you have gained, confidently implement your plan on your own, OR

Be better prepared for financial advice, with a greater understanding of your financial position, and why advice may be valuable in your own situation.

Continue using the framework, software and support options to keep your plan on course for life’s journey.