Add the tool to your favourites and use it even when you’re not online.
Find out how in our Handy Hints & Tips guide (PDF)
The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.
The Retirement Modeller shows how the Retirement Account and investments within it can be used for your clients.
This modelling tool does not form a regulated illustration and is designed to help illustrate concepts and the impact of certain decisions. It should not be used in place of an illustration and should only be used and completed by a professional financial adviser.