Our tools and calculators help you review your clients' policies and show your clients how you can add value.
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Review funds, fund factsheets and prices. Compare and analyse funds and keep track of their performance. This tool now includes all our Fund Supermarket funds.
This tool can help you explain to your client why you’re recommending Scottish Widows Retirement Account and you can use it to produce a client suitability letter.
We want to help you save time, by giving you the information you need, so you can focus on your client conversations. This report will help you do this.
Run scheme-specific individual or multiple outputs that you can use with employers and employees to show the savings provided by our Salary Sacrifice/Exchange option.
This platform gives you access to our Retirement Income Shortfall calculator, our Lifetime Allowance calculator and our Salary and Bonus Sacrifice calculator.
This tool calculates unused annual allowances, the effect of the tapered annual allowance and the maximum a client can pay into their pension, for the current tax year, without exceeding their annual allowance.
This tool calculates unused annual allowances, the effect of the tapered annual allowance and the maximum a client can pay into their pension, for the current tax year, without exceeding their annual allowance.