A-Day is history but your clients won't be.
Explore the Post A-Day opportunities available to them now, with our new calculators.
Retirement Analysis Platform
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.
Will making an additional contribution benefit your client?
The Tax-Free Cash calculator is appropriate for those clients whose tax-free cash was above 25% of their fund at 05/04/2006. This calculator will help determine the benefits, if they make an additional contribution to enhance their tax-free cash.
Together with the launch of our award winning Portfolio Planning tool - P2, we are one step closer to achieving effective online support to you.
Striving to deliver expertise, direct to your desktop. Visit the Pensions tools now
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