Corporate Pensions - Online Tools

Find our online pensions tools - fast

Investment decision tool
Decide what kind of investor you are by answering 10 simple questions.
Pension calculator
How much should you save each month to achieve your retirement income goals?
Cost of delay calculator
What are the financial implications of delaying starting a pension?
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What if? calculator
Get a retirement fund projection using your live policy data.
Switching funds and redirecting payments
Choose and change the pension funds in which you invest.
Payment administration system
Complete pension scheme administration tasks quickly and simply.
Scottish Widows Internet File Transfer (SWIFT) for administrators
Send information to our administration systems securely, quickly and in a file format to suit you.
Scheme reporting for administrators and advisers
Generate a variety of scheme information in real time.
Bulk data download for advisers
Choose your format for free data reports that can help you plan your scheme servicing.

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Salary and bonus sacrifice calculator
What impact does salary sacrifice have on disposable income over the short or long term?
Retirement income shortfall calculator
Identify any gaps in retirement funds, looking at both pension provision and non-pension assets.
Lifetime allowance calculator
How does retirement income target fit in with this allowance?
Tax-free cash calculator
Model the tax-free cash position and solve the old scheme / new scheme dilemma.

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