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.

Please note

We are currently unable to accept applications from overseas residents due to the coronavirus pandemic. This includes anyone who is living outside the UK, Channel Islands, Isle of Man or Gibraltar (both British and foreign nationals). For any queries regarding this, please contact our Sales Support team on 0345 600 6829.

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.