Engaging Tools and Calculators

We have a range of simple but effective tools for your clients to aid them in trying to understand their finances better before engaging your services, or for your existing clients, aiding them in the financial decisions they have to contemplate now and at retirement.

Our powerful tools and calculators can help show them what they need to consider, assisting them in avoiding the pitfalls and making the most of their savings with your help.

Advice Bridge

Retirement Health Check Calculator

See if you are on track for retirement and get some suggestions to improve your financial resilience.

Lump Sum Calculator

Considering taking a lump sum payment from your pension? We’ll help you understand how much tax you might have to pay, the impact on your future retirement income and what the right level of risk for your remaining pension might be.

Tax Optimiser

Personal taxation is highly complex with many interactions between tax bands and allowances. Use the tax optimiser tool to see if making additional pension contributions can be highly tax efficient by gaining allowances or child benefit.

These tools and calculators should be used as a guide only and do not constitute a personal recommendation or personalised financial advice. You should not make decisions solely based on the results.