Tools & Calculators

Our tools and calculators help you review your clients' policies and show your clients how you can add value.

Scottish Widows Platform tools

Scottish Widows Platform tools

Scottish Widows Platform tools

Integrated platform tools to support your research and advice process.

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Retirement Account tools

RETIREMENT ACCOUNT RECOMMENDATION TOOL

RETIREMENT ACCOUNT RECOMMENDATION TOOL

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.

Make a recommendation

Retirement Account Top Up Tool

Retirement Account Top Up Tool

This interactive tool can help you show your clients the potential benefits of adding additional contributions into their pension.

See the benefits

Retirement Account client review report

Retirement Account client review report

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.

Request a report

OTHER HELPFUL TOOLS

Search for funds

Search for funds

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.

Fund search

Salary Exchange calculator - 2023/2024

Salary Exchange calculator - 2023/2024

Run scheme-specific individual or multiple outputs that you can use with employers and employees to show the savings available. Calculations can be done on UK and Scottish rates of tax.

See the difference (xls, 7MB)

Salary, Dividend and Pension Calculator

Salary, Dividend and Pension Calculator

This tool shows the potential tax position for owner-managed companies receiving a combination of salary, dividends and employer pension contributions.

Calculate tax (xls, 166KB) Downloads Excel spreadsheet

Carry Forward Calculator - 2023/2024

Carry Forward Calculator - 2023/2024

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.

Calculate Carry Forward (xls, 1MB) Downloads Excel spreadsheet

Carry Forward Calculator - 2024/2025

Carry Forward Calculator - 2024/2025

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.

Calculate Carry Forward (xls, 186KB) Downloads Excel spreadsheet

Now have a look at our products

SCOTTISH WIDOWS PLATFORM

SCOTTISH WIDOWS PLATFORM

Our market leading technology platform with pensions and investment solutions.

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See our Retirement Account

See our Retirement Account

Save for retirement and take retirement income from the same flexible plan.

Retirement Account

Our workplace savings proposition

Our workplace savings proposition

Our flexible propositions to support different employers and complement the work of advisers.

Workplace savings