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.

Pension tools

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.

Workplace pension tools

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.

Ongoing support

Helps reduce the time you spend on administration so you have more time to add value for your clients.

Business Support Unit

Your one-stop shop for help with best advice tools and our online service.

New business tracker

Lets you track the progress of your individual pensions business in real-time.

Find out more how to submit applications easier