We have a range of tools and calculators to support you, your clients and members.
Scheme members' tools
An interactive questionnaire to help define employees' attitudes to risk and reward.
Helps employees to determine which pension investment approach meets their specific needs.
Allows employees to see how much they might get back from their pension including any potential shortfall on their retirement goals.
Helps employees see where they can find the money to make their pension payments.
Advisers' tools
A tool designed to help domonstrate the effect of charges and effective engagement on retirement income.
Designed to help you assess the possible extra cost of the new legislation to your clients' schemes.
Please contact your Account Manager to request the Contributions 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
Download the Salary Exchange calculator (demo)
More tools and calculators
Administer your scheme
Scheme admin
To access our online services you need to be registered for eServices.
RegisterLog in
Find out more about how eServices can help save you time and money.
