Calculators 

We have produced a range of calculators that cover some key areas of annuity and equity release advice and let you see how profitable annuity advice could be for your business. 

Our current calculators

Equity Release Calculator
This unique calculator allows you to use a range of assumptions to determine the costs and benefits of equity release.

Annuities - level versus escalating annuity income
This calculator will help you and your clients explore the financial consequences of choosing a level versus an escalating annuity income plus the effect of delaying retirement for one year. It is recommended that you obtain some indicative quotations before using this calculator. 

Annuities - advice profitability calculator
This calculator allows you to see the costs and benefits of advising on annuity business by working through three easy steps.

Anything you want to discuss?

Please get in touch with your usual account manager or telephone our sales support team on 0845 302 2287 and we will aim to provide you with as much help as we can.