Adviser Tools & Calculators

Useful tools for Advisers

Income Protection Calculator

Our tool shows the likelihood of your client becoming ill and how quickly savings can run out if they are unable to return to work.

Legacy Gift Calculator

This calculator can be used to compare the 'return' on a Whole of Life policy with a compounded investment at an assumed age of death of the client.

Business Protection

This tool can be used to produce a report summarising a business's needs, and recommendations for protecting its most valuable assets - its people.

Overseas Residents Pre-Sale Decision Tool

You can use this tool to see if we can consider cover for a person resident outside the UK, Jersey, Guernsey, Isle of Man or Gibraltar, and if so what cover we could provide.

Over Fifties Life Plan

This price calculator is a simple and easy way for you to quickly calculate your client’s monthly premium. Just adjust the three options to see their sum assured.