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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.

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.

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  

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.

Find and submit pension forms

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

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.

Build a report  

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.

Use the service  

New business tracker

Get real-time case management for individual plans. A traffic light system lets you see the latest position of each plan in your individual new business pipeline, and offers all the information you need.

Use our tracker