Pension and retirement tools

Our personal and workplace pension tools have been designed to help your business run quickly and efficiently.

Submit applications online

Most of our pension application forms are available as editable PDFs or can be uploaded as signed and scanned copies. Discover which of our personal and workplace pension forms can be securely uploaded and submitted online.

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.

Financial planning tool

Our financial planning tool uses economic forecasts supplied by Moody's to help give clients a full picture of all their income sources and how their needs might change over time.

Create a financial plan