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Life plan tool - FAQs

Helpful articles to reference when using our Life plan tool

Frequently asked questions

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.

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!

  • 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.

  • Select the three dots to the right of the summary box for your goal
  • Choose whether you want to edit or delete your goal

Need more help?

If you can't find the answer to your question, get in touch or we'll be happy to call you.

Call usCall us on 020 7189 9999