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Prudential tools & calculators

Prudential tools & calculators

We have upgraded our tools & calculators to be used across a variety of devices. They are more user friendly and can also be used offline without an internet connection.

Retirement modeller

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This modeller has been developed to help you answer those retirement income questions that clients may have.

Tax Relief modeller

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This tool allows you to input the details of your client's income and existing pensions contributions and highlights the effect a pension contribution can have on someone's tax position.

Annual allowance calculator

Our Annual Allowance calculator allows you to input the details of your client's previous and expected contributions to their pension arrangements.







Tax Relief calculator

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Use our quick and easy Tax Relief Calculator to see how much money your client's pension contributions could get with the help of the tax man.

Extracting Company Profits tool

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This tool will enable you to sit with a client and discuss the different options that they have for extracting profits from their business.

Salary Exchange calculator

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This tool helps you compare the tax, national insurance and pension position for a client before and after an exchange of salary.

School & University Fees calculator

This calculator provides an indication of the level of investment that would be needed in an offshore bond to meet school or university fees and what tax might be payable on withdrawals.

Collectives & Bonds calculator

This calculator is designed to give a general demonstration of the comparative returns from collectives and bonds. The calculator compares the returns from on-shore bonds, off-shore bonds and collective investments such as unit trusts and open-ended investment companies (OEICs).


Capped Drawdown GAD calculator

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This can be used to find out the monthly gilt yield and impact of this on the amount of income that can be taken from income drawdown as well as seeing historic gilt yields in a chart and table format.








Available Funds and Preferential Terms calculator

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This calculator shows the effect, in money terms, of the preferential terms available for any funds chosen from the Available Funds List. It calculates the total initial saving, based on the discounted initial charge for each fund. It also calculates the average AMC, taking into account the percentage of the total investment put into each fund.



Investment calculator


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This calculator allows you to demonstrate fund value over specified number of years using various growth inputs. The goal based option allows you to input what the savings goal figure is, and how long it takes to achieve it.


Prudential Trust and Application form

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This tool can help save you time by highlighting the correct Trust form to be completed in conjunction with the appropriate application form for Prudential's and Prudential International's investment bonds.


DGT Discount calculator


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The Discounted Gift Trust - discount calculator allows the client to put a lump sum into trust for their beneficiaries, while retaining the right to a regular payment. The calculator will provide an estimate of the discount based on the information entered.


Defined Benefit Pension Input Amount tool

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This tool helps you work out the amount of annual allowance used up in a defined benefit pension scheme.


Emergency Tax tool


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This tool is designed to give a general demonstration of how the operation of Emergency Tax has an effect on the payment of an Uncrystallised Fund Pension Lump Sum (UFPLS).


Trust and Application Form tool


trust and application form tool thumbnail

This tool can be used to highlight the correct Trust form to be completed in conjunction with the appropriate application form for Prudential and Prudential International's investment bonds.




Explore our improvements

User friendly design

Our tools and calculators are clear and easy to use with rich functionality providing even more options. You can adjust your calculations to suit, with upgraded charts and graphs bringing figures to life.

Features

  • Clear and simple interface
  • Helpful tips and guidance notes
  • Easily made adjustments to your calculations
  • Interactive charts and graphs

Optimised for devices

By using state of the art web technology, our tools and calculators ensure maximum compatibility across a wide range of browsers and devices.

Features

  • Built for speed means quick loading and fast to use
  • ‘Finger friendly’ interface
  • Optimised for retina displays
  • Save on your home device screen as an app

Continue working, offline

You can now work just as well offline as online. Perfect for when you don’t have internet access. Offline capability depends on your version of web browser - the later, the better!

Features

  • Easy access via your bookmarks
  • Automatic updates to download the latest versions

Print friendly output

Our print friendly option provides a clear copy of your calculations to store for later use.

Features

  • Clear, prominent print button
  • Simplified layout optimised for A4 pages
  • Reduced colour to save on ink usage
  • Can be stored as a pdf document*

*You’ll need to have a PDF print driver installed. Please refer to our handy hints and tips guide for more information.

Hints & tips

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Download our handy pdf guide

This guide provides some useful hints & tips on getting the best from our upgraded tools and calculators. Whether you need help with printing or saving outputs into a PDF document, this handy guide has the information you may be looking for.

For UK Adviser Use Only - Not Approved For Use With Clients