Latest Apps

LV= Retirement Hopscotch
LV= Retirement Hopscotch

Retirement Hopscotch is a great way for you to guide your clients through the maze of retirement options they face. It outlines what your clients should watch out for, the range of options available and the risks they should consider when choosing a product solution to meet their needs in retirement.

HMRC
HMRC

Estimate how much Income Tax and National Insurance contributions you can expect to pay if you are a UK taxpayer paying tax through PAYE and pay Class 1 NI contributions. This simple calculator only works with National Insurance letter A. If your tax affairs are complex it won’t give an accurate estimate. It doesn’t calculate any other taxes.

You will not be asked to provide any personal information. The information you enter isn’t stored by HMRC or used for any other purposes. The calculation result is not legally binding nor is it a demand for payment.

UK Tax Calculators 2015-16
UK Tax Calculators 2015-16

Free UK Tax Calculators for people with single or multiple income sources.

Features include Income Taxes, All Tax Code Support, National Insurance Classes 1, 2 and 4, Student Loan Calculations, Selectable NI Letters, Three Different Pension Schemes and Salary Sacrifice.

Fees-ability App by Aviva (iPad ONLY)
Fees-ability App by Aviva (iPad ONLY)

Understanding how the level of service you provide to your clients affects your long term business sustainability has never been so important. Our Fees-ability app is designed to help you do exactly this in 3 quick and easy steps. Not only does the Fees-ability app allow you to do this it enables you to model the impact of changing key variables including: growth, cost per hour and on-going % charge.

J.P. Morgan Insights
J.P. Morgan Insights

A powerful new way for advisers to access and customise J.P. Morgan’s Insights for their clients.
 
Inform your decisions using fully interactive content
Educate yourself and your clients with our interactive Guide to the Markets, featuring audio commentary, talking points and related insights for each slide.

Build a more meaningful client experience
Add impact to your client meetings with videos, bulletins and other media from our Investment and Market Insights, designed to promote better conversations and more informed decisions.

Deliver customised presentations that engage your clients
Select slides from the Guide to the Markets, rearrange the order and present or email directly from your iPad to your clients providing content you believe will be relevant and suitable for their individual needs.

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Latest Guide

Marketing Guide
Marketing Guide

This guide will provide you with a real back-to-basics look at marketing, allowing you to take a look at your current business and the environment within which you operate, before then looking at the various tools at your disposal, providing guidance and advice on how they may work for you.

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