For financial advisers
Turn “Can I afford to retire?” into a conversation with your advisers.
Put a serious UK retirement planner on your website. Visitors build a real plan, understand where they stand — and send it to you when they’re ready for advice. Your first meeting starts with their numbers already on the table.
No card to start. Lead capture included in the trial.
From website visitor to informed client
- 1
A prospective client visits your website
They’re wondering the thing everyone wonders: can I afford to retire — and when?
- 2
They build a real retirement plan
Pensions, ISAs, savings, State Pension and the lifestyle they want — modelled year by year, with UK tax and pension-access rules.
- 3
They understand their position
On track, tight, a gap before their pension unlocks, or short — explained in plain English, with what could change it.
- 4
They reach the point where advice matters
Tax-efficient drawdown, the bridge to pension access, what to do about a gap: the questions a tool can frame but a professional should answer.
- 5
They send their plan to you
One click. Their summary, a link to the full plan and an Excel breakdown land in your inbox.
- 6
Your first conversation starts further on
You arrive knowing their numbers, their goals and their worries — instead of starting from a blank fact-find.
What arrives in your inbox
Their position in a sentence, the headline figures, a link to the full interactive plan and a spreadsheet of every year.
A visitor to your retirement planner has asked to send you their plan.
Contact
Name: Sarah Thompson
Email: sarah.thompson@example.com (replies go straight to her)
The plan looks sustainable.
Outcome
- Stops work at age
- 62
- Years until retirement
- 7
- Total assets at retirement
- £612,000
- Pension at retirement
- £455,000
- First-year spending
- £38,000
- Funded to end of plan
- Yes — to age 95
…plus assumptions, pots, income, expenses and a year-by-year table.
View the full interactive plan:
https://www.haveienough.com/shared/…
Why advisers use it
Better-qualified enquiries
People who contact you have already engaged with their own numbers — and sent them to you.
Credible, not a toy
Year-by-year cashflow, UK income tax, pension access ages, State Pension, couples, Monte Carlo and historical stress tests.
Your brand, your level of detail
Your logo, colours and call-to-action. Choose which results clients see in your account settings — a simple verdict or every analysis. On White Label, no Have I Enough branding at all.
Private for your visitors
No account needed. Calculations run in their browser; nothing leaves it until they choose to send you their plan.
Transparent methodology
Every assumption is documented, with sources. Limitations are stated rather than hidden — useful when a client asks “how did it get that?”
Nothing to maintain
Tax bands, State Pension figures and pension rules are kept current for you. Branding changes go live instantly.
Live on your site in an afternoon
- 1
Start your free trial
Create an account — the full Pro product for 30 days, no card needed.
- 2
Brand it
Add your logo, colours, starting figures, which results clients see and where leads should go.
- 3
Add one snippet
Paste a single line of HTML into your site (WordPress, Squarespace, Wix and others have guides).
Your production domain (and all its subdomains) plus two test sites are included. See the finished result.
Pricing
Start with a 30-day free trial. Billed in US dollars, plus applicable taxes.
Pro
Everything an adviser needs to turn website visitors into better-informed conversations.
$79/month · or $790/year
White Label
Everything in Pro, presented entirely as your own product.
$149/month · or $1,490/year
Both plans let you choose which results your clients see — from a simple verdict to every analysis — in your account settings.
See it the way your clients would
Open the demo adviser site, build a plan, and press “Send my plan” to see the adviser’s side.