Due to the HMS Belfast gangway collapse we currently have no access to our offices. Please contact us with any enquiries via email, mobile phones or at our temporary office (0207 840 9611). Click here to see our contact details. If you have contacted us and have not yet had a response please try again as we have had some technical difficulties. We apologise for any inconvenience.
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Financial Tools

Links to Financial Planning Tools

  • The Financial Healthcheck Gives users an idea of their financial needs, based on answers to some simple questions.
  • Debt Test Helps users to identify whether they are likely to get into trouble with their borrowing over the next year or so.
  • Civilian Pension Calculator Helps users to make plans for their pension and to see the impact of different contribution levels.
  • Comparative Tables These tables help users compare similar products from different companies, including mortgages, annuities and savings accounts.
  • Budget Calculator This enables users to calculate their budget and find out if they have enough money to cover their spending.
  • Loan Calculator Helps users to work out repayments for different loan amounts.
  • Mortgage Calculator Shows users what their repayments might be depending on how much they want to borrow, how long for and at what rate.
  • Stakeholder Pension Decision Trees These trees enable users to make their own choices about pension arrangements.
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