Baker

Retirement Analysis Platform

Explore the opportunities available to your clients now, with our retirement planning calculators.

How realistic are your clients' retirement income goals?

The Retirement Income Shortfall calculator identifies how realistic these goals are. This calculator looks at pension provision and non pension assets.

Is your client meeting their target?

The Lifetime Allowance calculator will help you find out how your clients' target retirement income fits in with this allowance. Includes pensions in payment.

Can your client afford the sacrifice?

The Salary & Bonus Sacrifice calculator will show your client the impact of this sacrifice on their disposable income over the short and long term.



Access our secure tools

To access our secure tools and calculators you need to register or log in.

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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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