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.
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 shows the potential tax position for owner-managed companies receiving a combination of salary, dividends and employer pension contributions.
This tool calculates the available annual allowance and carry forward, including where the client is subject to the tapered annual allowance, and the extent of any annual allowance tax charge in the current and previous tax years.
This tool shows the potential increase in the lump sum allowance and lump sum and death benefit allowance following a successful application for a transitional tax-free amount certificate.