Calculators and Tools

When it comes to helping your customers make sound financial decisions, it's important to have handy tips and tools to help them make informed choices. That's why we have developed useful tools and calculators that you can use and put on your own website.


Pension calculator

Calculate now what you may need to put away for later.

Pension tax-relief calculator

This Pension calculator shows the effect of tax relief on your pension contribution.

Maximum pension contribution calculator

This pension calculator tells you the amount you can personally contribute to your pension for tax relief purposes.

Dual income sources calculator

This pension calculator tells you the amount you can personally contribute to pension plans for tax relief purposes if you have more than one source of income and one of these sources is from pensionable employment.

ARF or annuity tool

Max funding Calculator

Find out the maximum you can contribute to your pension.

Life Insurance

Life cover calculator

This calculator will help you to figure out how much cover you or your dependants will need should you die or become seriously ill.

Life cover quote

This tool helps you work out how much Life Cover could cost.

Inheritance tax liability calculator

This calculator will show you how much inheritance tax your family could be liable to pay when you pass away.

Mortgage protection quote

This tool helps you work out how much Mortgage Protection Cover could cost.

Savings and Investments

Cost of college education calculator

Use our Cost of College Education Calculator to work out the estimated costs of sending your children to college and see how much you might need to save each month to meet these college costs.

Savings Calculator

This calculator helps your clients work out how much they need to save each month to meet their savings goal.

Budget calculator

Take a quick look at your monthly income and expenses with our budget calculator. This will give you an idea on how much money you have available to save.

Personal annual budget spreadsheet

Our Personal Annual Budget Spreadsheet helps you plan to manage your income and expenses effectively. You can plan for events across the year or look at areas where improvements can be made helping you to meet your financial goals.

Personal Annual Budget Spreadsheet


What is a financial plan?

How does a pension work?

How funds work

How savings and investments work

What happens when you retire?

Do you need life insurance?

Serious Illness Cover