Frequently asked questions
What is Life plan?
Life plan is the place where you can set, track and achieve goals which are meaningful to you.
It’s powered by a sophisticated engine which forecasts the growth of your investments and how you can use them to get where you want to be.
What goals can I set?
Currently you can set a ‘Retirement goal’ to help you plan for life after work.
We’re talking with clients about other goals that are important to them. Stay up to date with the latest feature news on our ‘Inside Bestinvest’ page!
How do I create a goal?
- Click on ‘Life plan’ at the top of the page in your account. If you’re on your mobile you’ll see it when you tap on the menu
- Pick a goal to get started
- Set an amount and target date
- See if you’re on track and if you can get there faster
You’ll find any saved goals on the Life plan page.
How do I edit or delete a goal?
- Select the three dots to the right of the summary box for your goal
- Choose whether you want to edit or delete your goal
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