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Help your clients create flexible plans for their changing needs.
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Case studies, details, guides and checklists.
See how you structure conversations about protection.
Let Offset make your clients' money work harder for them.
This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.
If you are not a financial adviser or intermediary, please visit our personal site
Our tools and calculators help you review your clients' policies and show your clients how you can add value.
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.
Compare your clients’ current pension plans with the fund that could be available if it was switched to Scottish Widows Retirement Account.
Helps you to assess the sustainability of different levels of income in retirement.
See whether your client will reach their retirement income goals with their present pension plans, pension payments and other assets.
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 calculator, our Lifetime Allowance calculator and our Salary and Bonus calculator.
This tool shows the potential tax consequences of receiving various amounts of salary, dividends and employer pension contributions.
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.
Save for retirement and take retirement income from the same flexible plan.
Our flexible propositions to support different employers and complement the work of advisers.