Pensions

Pension calculator

Calculate now what you may need to put away for later.

Pension tax relief calculator

This Pension calculator shows the effect of tax relief on your pension contribution.

Maximum pension contribution calculator

This pension calculator tells you the amount you can personally contribute to your pension for tax relief purposes.

Dual income sources calculator

This pension calculator tells you the amount you can personally contribute to pension plans for tax relief purposes if you have more than one source of income and one of these sources is from pensionable employment.

ARF or annuity tool

Life Insurance

Life cover calculator

This calculator will help you to figure out how much cover you or your dependents will need should you die or become seriously ill.

Life cover quote

This tool helps you work out how much Life Cover could cost.

Inheritance tax liability calculator

This calculator will show you how much inheritance tax your family could be liable to pay when you pass away.

Underwriting requirements calculator

Lists the minimum additional information needed to assess your application.

Savings and Investments

Budget Calculator

Take a quick look at your monthly income and expenses with our budget calculator. This will give you an idea on how much money you have available to save.

Personal Annual Budget Spreadsheet

Our Personal Annual Budget Spreadsheet helps you plan to manage your income and expenses effectively. You can plan for events across the year or look at areas where improvements can be made helping you to meet your financial goals.