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Pension tools

Whether your client has a personal or workplace pension, we have tools and calculators to help you support them. From illustrations to valuations, we're here to help.

Submit applications online

Most of our pension application forms can now be submitted online. Apply instantly from the quote stage using our online service, or upload forms via our portal.

Find and submit pension forms  Find and submit pension forms

Tools to support your research

Risk profiling tool

Our tool uses 12 statements to help measure how much investment risk your client is prepared to take and which of our investment choices best suit their needs.

Start questionnaire  

Tools to support business planning

Centralised Retirement Proposition

Our Centralised Retirement Proposition (CRP) gives you a framework to offer consistent advice to your clients.

Get our CRP  

Retirement planning service

Use our online questionnaire to discover retirement options for your clients and highlight opportunities for advice.

Discover the service  

Online service tools

Log in to our online service to access these tools and services.