MoneyHelper has developed a Midlife MOT tool which aims to help you assess your current financial situation and plan for the future. Your personalised report will tell you what to prioritise, and link to guidance on how to improve your financial wellbeing from midlife through to retirement.
The tool will ask you a series of questions about your finances to:
- identify actions to improve your finances, according to your priorities
- help you plan for the future and make sure you stay on track to achieve your goals.
This tool works best for people:
- between the ages of 45 and 65
- living and planning to retire in the UK.
You won’t need any documents or extra information to use the tool. It will take about 5 minutes to complete.
The information you provide will be kept completely anonymous, but you can download your results.