Around 15 million consumers in the UK need inexpensive help to plan their savings and pension requirements around the benefits supplied to them by their employer. This has created a market opportunity for a low-cost, web-based guidance tool for individuals who currently receive no professional help with their savings and investments and who will soon be prompted by their employers to think about this aspect of their lives. Financial SatNav intends to satisfy this need with its unique Software as a Service product, which automates and links together the early stages of the benefits, savings and pension planning process. Our online “dashboard” tool guides the employee using techniques and fact finding which are similar to those employed in a professional face-to-face investment and pension review. It does this without requiring the user to have any knowledge of the financial sector or of investment theory.