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Our guides to...
Making the right decision when it involves personal finances is essential especially when it comes to estate planning.
This section provides some guides to estate planning for protection and investments, along with some videos to help you when talking to your clients.
You’ll also find quick links to industry and news websites for any financial research.
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Estate planning - investments
Use our interactive tool and find videos to help you explain the estate planning process to your clients.
Estate Planning - Protection
Find out how we can help your clients protect their wealth and help ensure their families are provided for when they die.
Technical centre
Tools and calculators
- Pension Annuity inflation demonstrator
- With Profits Annuity inflation demonstrator
- With Profits Annuity income calculator
- Pension salary sacrifice calculator
- Decreasing term - mortgage or business protection
- Business valuation calculator
- Business protection key person calculator
- Business protection premium equalisation calculator
- Income protection maximum benefit calculator
- Business retention calculator
- Direct Debit Collection Calculator
Our online services
- Protection menu quote and apply
- Bond quote and apply
- Pension quote
- Qualifying savings plan quote
- Bond and pension contract enquiries
- International Portfolio Bond enquiries
- Collectives valuations
- Pension transfer analysis: e-TVAS
- New business tracking
- Proposal tracking
- Early Warning System
- Pension Annuity quotes
