How do I take a page’s tour again?
Open your account menu at the top right and choose Take the tour of this page. It works on any page that has a tour, however you ended it before.
Open your account menu — your picture or initials at the top right — and choose Take the tour of this page. The tour for the page you are on starts straight away, whatever you pressed when it last ran.
Overview · the tour
Your financial freedom outcome · Workable
1 of 6Start with the wordOne word for whether your savings are projected to last: Critical, Short, Tight, Workable, Comfortable or Ample. The sentence under it says why.Skip tourDon’t show tours on other pages
A tour highlight on the Overview, pointing at the verdict.
- Which step this is — for example “1 of 6”.
- What the highlighted part is, and Learn more in the Help Centre where there is an article about it.
- Back and Next; the last step says Done.
- Skip tour ends this page’s tour.
- Don’t show tours on other pages stops tours starting by themselves.
Illustrative figures — not anybody’s real plan.
How tours work
- Each page has its own short tour, of up to six highlights.
- A tour starts by itself the first time you open that page — once the page has loaded and has things to point at.
- However it ends — Done, Skip tour, the Escape key, or moving to another page — that page’s tour counts as seen and does not start by itself again. Other pages’ tours are unaffected.
- Don’t show tours on other pages ends this one and stops every tour from starting by itself. The account menu still starts one whenever you ask.
- Your record of which tours you have seen is kept with your account, so it is the same on every device.
Which pages have one
The Overview, Retirement Tracker, Freedom Ladder, Investment Performance and Action Items; each section under Your data; Family & sharing; Notifications; and Your plans. Niv is introduced only in the Overview’s tour.
Last reviewed 1 October 2026.