Online Services

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).

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.