Bonds tools and calculators

We've developed a range of tools and calculators to support you in reviewing your clients' policies. Click on the links below to access the tools. You need to register to access the secure tools.

 


Bond v OEIC comparison tool

The Bond v OEIC comparison tool allows you to compare the net returns from onshore/offshore bonds and mutual funds using your own assumptions for investment returns and charges.


The Bond Gain calculator

The Bond Gain calculator calculates the chargeable event gain on full encashment of a bond.



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Scottish Widows plc, registered in Scotland number 199549. Registered office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows plc is authorised and regulated by the Financial Services Authority. Our FSA register number is 191517.

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CMI Insurance Company Limited. Scottish Widows is a trading name of CMI Insurance Company Limited. CMI Insurance Company Limited, registered in Isle of Man number 33520. Registered office in the Isle of Man at Clerical Medical House, Victoria Road, Douglas, Isle of Man, IM99 1LT.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. HBOS Investment Fund Managers Limited is authorised and regulated by the Financial Services Authority.

St Andrews Life Assurance plc, registered in England and Wales number 3104670. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ. Authorised and regulated by the Financial Services Authority. Our FSA register number is 189101.

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