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FOR ADVISERS ONLY

Tools for pensions and retirement

Here you'll find useful tools and guidance on how to use our online service to support your business.

Pensions tools and calculators
Financial planning tool
Gives your clients a full picture of their different sources of income and how their spending needs could change over time.
Client review service
Use as part of your regular review process to show clients how their plan is doing and what their future looks like.
Drawdown governance service
Helps you monitor the income your drawdown clients are taking and see when things are heading off track.
Risk profiling tool
Gives you an idea of your client's attitude to risk and which investment might suit their needs.
New business tracker
Lets you track the progress of your individual pensions business in real-time.
Salary exchange calculator
Helps you work out the savings for employers and employees if salary exchange is used.
Workplace pension calculators
Helps you build a clear service proposition, while attracting and retaining profitable corporate clients.
Online service and other tools

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.