Pension planning tools
Complex calculations, increasing regulation and demands on your time can all make pension planning difficult.
So, we’ve developed a range of calculators to save you time and make things a bit easier for you.
All you need to do is enter your clients’ details into the calculator. It produces a tailored report with recommendations that are specific to your client. You’ve got control over what assumptions the calculator makes, so you can tweak them to make sure you’re happy with the results.
If you save your clients’ details once, you can automatically upload them into any of the other calculators, saving you the hassle of entering details over again.
We’ve also produced a handy data capture sheet, which means you can sit down with your client, find out all the details you’ll need, and then go and do the calculations when you get back to your desk.
To launch the calculators, click on one of the links on the right.
