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
Integrated platform tools to support your research and advice process.
Retirement Account tools
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.
Retirement Account Top Up Tool
This interactive tool can help you show your clients the potential benefits of adding additional contributions into their pension.
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.
Other helpful tools
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.
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.
Carry Forward Calculator - 2025/2026
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.
Carry Forward Calculator - 2026/2027
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.
Transitional tax-free amount calculator
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.