Tools and Calculators

You can use this calculator to show how different commission options, including Funded and Unfunded Initial Commission and Fund Related Commission, can affect your client's PruFund Protected Cautious Fund guarantee offered under the Pru FRP.

How much could the taxman add to your pension contribution...from now until you retire?

Watch our self-investment servicing demo.

This simplified tool allows you to model the different commission options available within the Pru Flexible Retirement Plan as well as see the impact of our fund size and loyalty discounts.

This tool allows you to model the different commission options available within the Pru Flexible Retirement Plan as well as see the impact of our fund size and loyalty discounts.

You can use this calculator to show how different commission options, including Funded and Unfunded Initial Commission and Fund Related Commission, can affect your client's PruFund Protected Cautious Fund guarantee offered under the Pru FRP.

Use the GAD Calculator to calculate the Maximum GAD income for income drawdown without having to get a quotation.

Use the tool to compare projected performance of your client's fund before and after they have released their cash.

Watch our self-investment servicing demo.

This tool allows you to model the different commission options available within the Pru Flexible Retirement Plan as well as see the impact of our fund size and loyalty discounts.

The Income Recycling Calculator has been developed to show the impact of Income Recycling if this option is taken.

This simplified tool allows you to model the different commission options available within the Pru Flexible Retirement Plan as well as see the impact of our fund size and loyalty discounts.

Both these tools allow for targeting of either total gross or net income and allow flexibility in the growth rates and gilt yields used. This flexibility allows you to model the impact of different scenarios.

Calculate and compare the difference in potential income from our Income Choice Annuity and our Level Guaranteed Pension Annuity.

Compare the projected performance of our Income Choice Annuity against a level or inflation-proofed Guaranteed Pension Annuity.

Our guide to choosing your annuity has been designed to provide you with an insight into which type of annuity may suit your income needs and lifestyle.

Our Annuity Income Calculator has been designed to provide you with an insight into how our With-Profits Pension Annuity has performed.

Use this calculator to review different commission shapes, and how they affect Allocation Rates for Prudential Investment Plan.

Prudential provides nine Distribution Income Funds through our Flexible Investment Plan and Prudential Investment Plan. Using this calculator you have the capability to combine two or more of these funds and determine the estimated total running yield of your suggested portfolio.

You can use this calculator to show how Initial Commission or a combination of Initial Commission and Trail Commission options can affect your client's PruFund Protected Cautious Fund guarantee.

The calculator shows comparative after-tax cash-in values for an investment into a collective, offshore bond and onshore bond, following the Budget 2010 changes to capital gains tax.

This innovative calculator lets you work out the discount that may apply when using a Discounted Gift Trust.

Use this calculator to find out the potential IHT bill when using a Discounted Gift Trust.

Use this calculator to find out the potential IHT bill when using a Gift Trust.

Use this calculator to find out the potential IHT bill when using a Loan Trust.

The calculator shows how a non-taxpayer could cash in segments of an offshore bond with minimal income tax liability by offsetting the gain against personal allowance.

The calculator shows the effects on investment capital of making long-term regular withdrawals in a taxed and untaxed environment. The 'gross roll-up' on offshore bonds means they can support withdrawals over time more effectively than onshore bonds that are taxed at source.

The calculator shows how a non-taxpayer can create a chargeable gain each year equal to the personal allowance, so there is no immediate tax liability and the final chargeable gain on cashing in may be significantly reduced.

The calculator shows what level of investment would be needed in an offshore bond to meet school or university fees and what tax might be payable on withdrawals.

The calculator shows comparative after-tax cash-in values for an investment into a collective, offshore bond and onshore bond, following the Budget 2010 changes to capital gains tax.

The calculator shows the comparative amount of tax paid and net cash-in values for a collective, onshore bond and offshore bond, where the investment is into corporate bonds and the return comes solely from interest.

The calculator shows comparative outcomes for an investment into a pension plan and into an offshore bond for a person earning over £180,000 from the 2011/2012 tax year.

The calculator shows whether a given level of annual contribution to a pension plan could take the investor's fund at retirement above the Lifetime Allowance.

The calculator shows comparative gross and net cash-in values for an offshore and onshore bond, illustrating the effects of gross roll-up.