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.

Pensions

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.

/ZurichIE/ZurichMainSite/Home/broker-centre/broker-resources/underwriting/underwriting-requirements-calculator

Our Underwriting Requirements Calculator consolidates our requirements in one convenient and easy to use tool.

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

Videos

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

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Pensions

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

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/pensions-retirement/calculators/pension-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Protect your financial future with this <a href="https://www.zurich.ie/pensions-retirement/calculators/pension-calculator/">Pension & Retirement Calculator from Zurich Life</a></p>

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

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/pensions-retirement/calculators/tax-relief-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Calculate the amount of Tax Relief you are entitled to with this <a href="https://www.zurich.ie/pensions-retirement/calculators/tax-relief-calculator/">Calculator courtesy of Zurich Life</a></p>

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

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/pensions-retirement/calculators/pension-contribution-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>This Pensions Contribution Calculator was provided courtesy of <a href="https://www.zurich.ie/pensions-retirement/calculators/pension-contribution-calculator">Zurich Life</a></p>

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.

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/pensions-retirement/calculators/dual-income-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Protect your financial future with this <a href="https://www.zurich.ie/pensions-retirement/calculators/dual-income-calculator">Pension & Retirement Calculator from Zurich Life</a></p>

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/pensions-retirement/preparing-for-retirement/annuity-or-arf/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Help decide which suits you you best with this <a href="https://www.zurich.ie/pensions-retirement/preparing-for-retirement/annuity-or-arf/">ARF or Annuity tool courtesy of Zurich Life</a></p>

Life Insurance

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

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/life-insurance/life-insurance-calculators/life-cover-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe ><p >Help protect your family with this <a href="https://www.zurich.ie/life-insurance/life-insurance-calculators/life-cover-calculator/">Life Cover Calculator </a> from Zurich Life </p >

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

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/life-insurance/life-insurance-calculators/life-cover-quote?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Help protect your family with a <a href="https://www.zurich.ie/life-insurance/life-insurance-calculators/life-cover-quote">Life Cover Calculator Quote</a> from Zurich Life</p>

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

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/life-insurance/life-insurance-calculators/inheritance-tax-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>This helpful <a href="https://www.zurich.ie/life-insurance/life-insurance-calculators/inheritance-tax-calculator/">Inheritance Tax Calculator from Zurich Life</a>allows you to plan for any unexpected financial responsibility in the future</p>

Lists Zurich Life's minimum additional information needed to assess your application.

Savings and Investments

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.

Get the code to embed this calculator on your own site

<iframe src="https://www.zurich.ie/savings-and-investments/savings-and-investment-calculators/budget-calculator?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe ><p>Budgeting for savings made easier with this <a href="https://www.zurich.ie/savings-and-investments/savings-and-investment-calculators/budget-calculator">budget calculator provided by Zurich Life </a></p>

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.