Tools

Scottish Widows tools

Retirement Analysis Platform:

More tools

Retirement Analysis Platform

The Retirement Income Shortfall Calculator identifies how realistic these goals are. This calculator looks at both pension provision and non pension assets.

The Lifetime Allowance Calculator will help you find out how your clients' target retirement income fits in with this allowance. Includes pensions in payment.

The Salary & Bonus Sacrifice Calculator will show your client the impact of this sacrifice on their disposable income over the short and long term.

The Tax-Free Cash Calculator is appropriate for those clients whose tax-free cash was above 25% of their fund at 05/04/2006. This calculator will help determine the benefits, if they make an additional contribution to enhance their tax-free cash.

Pensions Comparison Tool

How does your clients' current pension plan compare with pension plans from Scottish Widows?

Fund Charting Tool

A flexible online tool which allows you to look at performance charts, not only for Scottish Widows funds but also for funds from other life and pension providers and investment houses.

Tools no longer available

The Flexible Options Bond Commission calculator is no longer available as this product is closed to new business. Find out more about bonds on the Clerical Medical website now.

P2 portfolio planner is no longer available, however you can use Portfolio Architect tool, simply log in or register with Clerical Medical now.

Clerical Medical tools

To access the tools Log in or register to Clerical Medical eServices

Portfolio Architect

Designed to be a highly effective and easy to use modelling tool, helping to determine an asset allocation based on your clients risk profile and simplify the fund selection process.

Portfolio Viewer

A detailed view of Clerical Medical funds in a full colour report, including geographical exposure of assets held, classification of asset types both by ABI sector and industrial categories and the top ten holdings within the fund.