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Tools and Calculators

Browse Tools and Calculators by Section

Pensions

This calculator allows you to compare options for ongoing adviser charges and determine what impact these may have on projected fund value and your cashflow using different scenarios.

This calculator allows you to input details of your client's pension contributions to determine any unused Annual Allowance; carry forward opportunities and potential charges.

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

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

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

This tool allows you to estimate your clients liability to tax and shows the impact on their tax position by making pension contributions.

This client-facing tool shows how much money personal pension contributions could get with the help of the tax man.

Income Drawdown

This tool allows targeting of either gross or net income and allow flexibility in the growth rates and gilt yields used.

This calculator allows you to compare options for ongoing adviser charges and determine what impact these may have on projected fund value and your cashflow using different scenarios.

This calculator allows you to see the impact of different gilt yields on the amount of income that can be taken from drawdown.

This calculator allows adviser to show clients how to get two Pension Commencement Lump Sums.

This tool allows you to help clients have a better understanding of what drawdown can do for them as a retirement option.

Annuities

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

Compare the income from our Income Choice Annuity against the best in market conventional annuity.

Estimate net monthly annuity income taking into account relevant tax deductions and ongoing adviser charges.

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.

Investments

This calculator allows you to compare options for ongoing adviser charges and determine what impact these may have on projected fund value and your cashflow using different scenarios.

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.

Estate Planning

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

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.

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.

International

This calculator allows you to compare options for ongoing adviser charges and determine what impact these may have on projected fund value and your cashflow using different scenarios.

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.

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.

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