Retirement Analysis Platform

Explore the opportunities available to your clients now, with our retirement planning calculators.

 

 

The Retirement Income Shortfall calculator and The Tax-Free Cash calculator tools are currently being updated and will be available for use shortly.

 

How realistic are your clients' retirement income goals?

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



Is your client meeting their target?

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



Can your client afford the sacrifice?

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



Will making an additional contribution benefit your client?

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.



Striving to deliver expertise, direct to your desktop. Visit the Pensions tools now

 

Access our secure tools

To access our secure tools and calculators you need to register or log in.

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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.

Scottish Widows Unit Trust Managers Limited, registered in England and Wales number 1629925. Registered office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Telephone: 0845 300 2244. Scottish Widows Unit Trust Managers Limited is authorised and regulated by the Financial Services Authority. Our FSA register number is 122129.

Clerical Medical Investment Group Limited, registered in England and Wales number 3196171. 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 181655.

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.

Scottish Widows Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Scottish Widows Bank plc is authorised and regulated by the Financial Services Authority. Our FSA register number is 201601. The main business of Scottish Widows Bank is arranging, entering into and administering mortgages and accepting deposits.

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