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Calculators

This page contains links to the various calculators we have available.

Mutual fund vs Investment bond returns


This calculator is currently unavailable and is being reviewed - click here for further details.

International Bond "Keeping Cash Healthy"


The purpose of this calculator is to help advisers determine what percentage of their client's investment into an International Bond should be allocated to the IB Bank Account. (An IB Bank Account is required if part or all of a client’s International Bond is to invest in Mutual Funds, Whole of Market Funds, a Discretionary Fund Manager or Deposit Accounts.)

Drawdown Income


The purpose of this calculator is to give an idea of the drawdown income available through Unsecured Pension or Alternatively Secured Pension and is dependent on sex, age and fund value.

Please note that this is not a quote and the actual maximum permitted income amount may be different to the figure shown.


Salary Sacrifice


Salary vs. Dividend


Pension Commission


This is a secure service. You will be prompted to log in.





The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

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