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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.
  • 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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