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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.

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 can now be submitted online. Apply instantly from the quote stage using our online service, or upload forms via our portal. We’ll guide you through how to find the right online application forms.

Find and submit pension forms  Find and submit pension forms

LTA/LSA Calculator

Use our calculator to convert a percentage of lifetime allowance used into a monetary value of lump sum allowance and lump sum and death benefit allowance used.

Use the calculator  

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 the questionnaire  

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.

Salary exchange calculator  

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.

Use our calculators  

Retirement and Lifestyle Planning service

A personalised retirement report that helps your existing clients and prospects understand what their financial needs may be once they’ve retired.

Use the service  

Online service tools

Along with our online service, we also offer a range of tools and features that can help you manage your clients' pensions, submit applications and more.

Financial planning tool

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

Create a financial plan  

Client review service

Show your clients how their plan is doing with cost-effective, personalised reviews and fully customised reports.

Build a report  

Drawdown governance service

Manage your clients in drawdown by monitoring the sustainability of their income, and carry out quarterly reviews.

Use the service  

New business tracker

Track new business with Royal London in real-time. Our tracker has proactive task and email alerts to help you keep on top of everything.

Use our tracker