Online Services
Pension Contribution Insurance has now closed to new business
New Retirement Expense Tool
Using ONS figures, we have developed a new calculator which you can use to help estimate how much your clients might spend in retirement.
Additional payments available online for AMPP and SIPP
You can now go online to make regular, single and transfer payments on AMPP (Active Money Personal Pension) and SIPP (Self Invested Personal Pension). Your client's details will be pre-populated using their existing AMPP or SIPP plan number to save you time.
Service directory
Can't find what you're looking for?
Our service directory lets you search by product to see what services are available, with links and phone numbers to access them.
Fund filter (including daily prices and fact sheets)
Search for funds by fund name or fund code and view the fund price, performance, ratings, charges and links to full fund information.
Lookthrough Tool
This tool allows you to:
- access the latest fund reports, commentary and performance quickly and easily
- create customised client reports with the options for flexible fund charting
- find information on a range of risk-based funds
Income Withdrawal Optimiser
This tool will help to demonstrate how to take retirement income tax efficiently. It will highlight how maximising the use of available allowances by varying the amount and source of income, can reduce the amount of tax your clients will pay.
Portfolio Analyser
Portfolio Analyser provides a simple and effective method of producing high quality, detailed reports of your client’s holdings or proposed investments.
Risk Questionnaires
Oxford Risk, an independent team of experts in risk profiling, have produced two questionnaires to help you assess your client’s attitude to risk.
Charting Tool
Charting Tool gives you access to five fund types and over 55,000 funds. Comprehensive options allow you to compare the performance of funds, sectors and indices over defined time periods and generate reports.
Capped Drawdown Calculator
This calculator gives an idea of the maximum drawdown income available under the capped drawdown income option, and is dependent on age and fund value.
Salary Exchange Calculator
The purpose of this calculator is to allow you to demonstrate that a client who is employed can actually have a larger amount paid into their pension by using salary exchange.
Pension Carry Forward Calculator
This tool allows you to calculate your client’s available pension annual allowance for a tax year (including any unused allowance carried forward from earlier years).
FundZone charge calculator
The FundZone charge calculator estimates the costs associated with investing via FundZone.
It summarises the product charge, annual management charges and additional expenses based on the funds and amounts being invested - you can also add in initial and on-going adviser charges.
International Bond segments and withdrawals calculator
This calculator will help you select possible segment numbers and withdrawal amounts for International Bond and Wrap International Portfolio Bond where a regular withdrawal is required.
Retirement Expense Tool
This calculator uses ONS data to help estimate the household expenditure for your retiring clients. Current salary is used to determine what level of retirement income your clients might need, and individual adjustments can be made to tailor results to their lifestyle.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
