Tools and calculators

We have a range of tools and calculators to support you, your clients and members.

 

Scheme members' tools

Investment Decision tool

An interactive questionnaire to help define employees' attitudes to risk and reward.
Helps employees to determine which pension investment approach meets their specific needs.


Pension planner

Allows employees to see how much they might get back from their pension including any potential shortfall on their retirement goals.


Indulgeometer

Helps employees see where they can find the money to make their pension payments.

 

Advisers' tools

Carry forward calculator

A tool for advisers designed to help them calculate the maximum annual allowance available for clients in the 2017/2018 tax year.


Effect on retirement income

A tool designed to help demonstrate the effect of charges and effective engagement on retirement income.


Automatic enrolment planner

A comprehensive set of tools to help advisers and employers to plan the most appropriate route to fulfilling automatic enrolment duties and to test different scenarios.


Salary Exchange calculator


  • Run bulk calculations
  • Upload scheme data
  • Provides scheme-specific outputs that you can use with employers and employees
  • Run individual calculations for face-to-face advice sessions
  • Generate letters from your data to send to clients

 



More tools and calculators


Administer your scheme

Scheme admin


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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

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