What information do I need?

Summary

• At minimum you need your date of birth, target retirement age, current pension and ISA values, contributions, and expected annual spending in retirement.
• Onboarding also asks about property and non-investment income (state pension, DB pensions) — just click through if either doesn't apply to you.
• Pension values are usually found via your provider's website or annual statement.
• Everything else is optional and can be added later.

What you need before you start

At minimum: your date of birth, target retirement age, current pension and ISA values, contribution amounts, and expected annual spending in retirement. Onboarding will also walk you through a property step and a non-investment income step (state pension, DB pensions, employment income) — if neither applies to you, you can skip straight past them. You can find your pension value by logging into your provider's website or checking your annual statement. If you're unsure of your provider, ask your employer's HR team. Everything else is optional — add detail later as you explore.

Frequently asked questions

More in Getting Started

Can't find what you're looking for? We read every message and usually reply within 24 hours.