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.
A tool for advisers designed to help them calculate the maximum annual allowance available for clients in the 2017/2018 tax year.
A tool designed to help demonstrate the effect of charges and effective engagement on retirement income.
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.
- 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
To access our online services you need to be registered for eServices.
Find out more about how eServices can help save you time and money.