Pension and retirement tools
Our personal and workplace pension tools have been designed to help your business run quickly and efficiently.
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 investments choices best suit their needs.
Salary exchange calculator
Work out how much employers and employees could save by using salary exchange. You can also produce statements, detailing total savings, pension contributions, and take home pay at employee level.
Workplace pension calculators
Our calculators can help you understand your business costs and generate reports so you can deliver cost-effective services to your clients.
Online service tools
Along with our online service, we also offer a range of tools and features that can help you manage your pension clients, submit applications and more.
Client review service
Help your clients see how their plan is doing by carrying out a cost-effective and personalised client review. You can also create fully customised reports with the data you want to show.
Drawdown governance service
This service helps you manage your clients in drawdown by letting you monitor the sustainability of their income and carry out quarterly reviews.