Tools and calculators

Designed for you to use with your clients

Lifestyle selector

What will your life after work look like?

See what your retirement lifestyle could look like, and the retirement income you'll need to fund your leisure, health and holiday plans.

Open the tool

Cycle of emotions

Take a look at the impact the markets could have on our emotions.

Cycle of emotions

Value of staying invested

Although the markets might return a loss in difficult years, this tool shows the returns a client could have experienced had they stayed invested. Using weighted averages, it also demonstrates the difference in volatility and returns between lower risk and higher risk strategies.

Value of staying invested

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