Helping you compare charges.
Explore the Post A-Day opportunities available to your clients' with our new calculators including: the Retirement Income Shortfall calculator, the Lifetime Allowance calculator, the Salary & Bonus Sacrifice calculator and the Tax-Free Cash calculator.
Designed to compare the potential loss from state second pension and potential gain from the salary exchanged.
Talk to your clients aged 55 plus about their retirement income needs and how they might maximise death benefits and potentially avoid exposure to any higher rate tax liability.
Speak to your clients aged 55 plus who are contributing to a pension about how they can receive two tax-free lump sums, one now and one when they retire.
Designed to be a highly effective and easy-to-use modelling tool which simplifies the fund-selection process and helps to determine an asset allocation based on your client's risk profile. Find out more including guides and frequently asked questions.
A detailed view of Scottish Widows funds in a full-colour report, which includes: geographical exposure of assets held, classification of asset types both by ABI sector and industrial categories and the top 10 holdings within the fund.
Search for Retirement Account funds by fund name, provider, sector, OBSR, effective TER and Crown Rating.
Use our online Governed Investment Strategy tool which will generate a more comprehensive report for your client.
Used to calculate the maximum additional contribution that can be paid by or on behalf of your client without them becoming liable for an annual allowance charge.
Used to calculate the maximum additional contribution that can be paid by or on behalf of your client without them becoming liable for an annual allowance charge.
