Tools and calculators

Inform your professional advice with our range of tools and calculators, which you can use across a number of devices. Explore options and uncover issues that could affect your clients – from tax to returns and more. Our tools and calculators are for financial advisers and not approved for use with clients. 

Our guide will help you make the most of our tools and calculators, covering how to save them as PDFs, printing reports and how to use them offline.
Download the guide

Financial Express

Financial Express Fund Comparison Tool

Access to a free to use, fund comparison tool powered by Financial Express. 


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Lifetime allowance: The Facts

In this article the Technical team explains the facts and figures behind Lifetime Allowance.

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