Stop wondering, start knowing – free Pension Health Check

Available only to members, book now to get a pension forecast of your retirement future.

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A happy retirement needs a careful financial plan

If you’re a member, you can book a free Pension Health Check today. It’s a simple and convenient way to have your plans looked over – and understand what sort of retirement you’re on course to have.

If you’re not yet a member, you just need to save £1 or have a mortgage with us to become one. Then you can also benefit from a Pension Health Check. For more information, and to see our other member exclusive offers, visit our Membership page.

What is my pension forecast?

Our Pension Health Check service helps you work out how much your pension is likely to be worth when you need it. That way you can see if you’re on course to have enough money for a comfortable retirement lifestyle. And if you might be able to achieve the goals that matter to you.

If the pension forecast isn’t looking as promising as you’d hoped, you’ll have time and support to think about what you could do differently.

How do I get a pension forecast from Skipton?

In just 30 minutes, you can get a clearer picture of your retirement future.

Tell us about your plans

Bring along information about your pensions and your other money plans.

Find out their strength

We’ll look at your arrangements and forecast their future value.

Feel more informed

You’ll have a better idea of what your retirement savings are on track to be worth.

It’s not just how much you’re saving, but how much you’ll need. So we’ll also ask you about your goals for retirement.

  • We’ll let you know if you’re likely to have enough money in retirement for your objectives.
  • If it’s promising, we’ll give you that reassurance.
  • If it looks like you might need to do more, we’ll discuss your options.

Ready to start your Pension Health Check?

Book your free appointment

Use the short call back form below and we’ll be in touch to arrange your Pension Health Check.

A warm, reassuring conversation

During your Pension Health Check, we’ll ask you about your goals and calculate how much money you’re likely to have.

Decide what to do next

We’ll talk through your options and how you could make your money work harder towards your retirement.

What do I need to bring to my appointment?

  • Your current yearly income
  • Your latest pension statements for all plans held
  • Your monthly pension contributions (both employee and employer)

It’s also useful to bring information on other savings or investments you have.

What if I've lost track of a pension?

If you're looking for a better idea of how much state pension you might get, you can also get a State Pension forecast from the government.

If you need to locate any lost pension details, there is information on how to track them down on the government website.

A pension can be a great way to invest for your future. Like any investment, its value can go up and down, so you could get back less than you put in.

Any tax you’ll pay depends on your own situation, and rules could change.

Request a call back today

Your retirement’s too important to leave to chance. Request your free chat today by filling out the form below.

  • This is a free chat to explore if you’d benefit from a free Pension Health Check.
  • You can ask questions to find out how we could support you.
  • No pressure to take things further – it’s completely up to you.

We will use the information we collect to set you up in our system and process your enquiry. For more information on the personal data we collect, how long we retain it, and your rights, please refer to our full Data Privacy Notice.

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Need something different?

Looking for more in-depth financial advice?

We can also help members and non-members with pension planning financial advice. A charge applies for acting on pension planning financial advice.

Plan your pensions

Looking to discuss your savings?

If you have questions about your savings, a free My Money Review could be just what you need.

My Money Review