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 planning and cashflow modelling software.

Work through the video-based educational content provided within your chosen pathway.

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

Build your model in VoyantGo using details of your finances, including:

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

View future cashflow, asset values and tax forecasts.

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

Explore insights such as the rate of return your plan may require and your potential annual spending capacity.

• Use Sightable’s Intelligent Modelling Support 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.
• Build confidence and reduce 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, and experienced Voyant users.

With the knowledge and understanding you have gained, implement your plan yourself with greater confidence.

Or, if you decide to seek regulated financial advice, approach it with a clearer understanding of your financial position and the areas where advice may add value.

Continue using the framework, modelling software and support tools as your circumstances, priorities and financial position evolve.