All 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.

Intermediary By Santander for Intermediaries
Intermediary By Santander for Intermediaries

Stay ahead of the competition with our Intermediary app for the iPhone.

Compliance First News Hub
Compliance First News Hub

The Compliance First News Hub provides access to all our client communications broken into easy to access sections. Locate the information you are looking for by media or category type.

Kensington ToolKit - The app for mortgage intermediaries
Kensington ToolKit - The app for mortgage intermediaries

The Kensington ToolKit App puts our intermediary mortgage calculators in your pocket, without needing an internet connection. A quick and easy app to make you more efficient, both in and out of the office. For use by mortgage intermediaries only. Available on the App Store and Google Play Store.

IHT Calculator
IHT Calculator

A quick an simply way to calculate a client's potential inheritance tax liability. Use our inheritance tax calculator to assess your clients assets and liabilities, which in turn will calculate their potential IHT liability

SimplyBiz News Hub
SimplyBiz News Hub

The SimplyBiz News Hub provides access to all our member communications broken into easy to access sections. Locate the information you are looking for by media or category type.

Adviser Solutions
Adviser Solutions

Adviser Solutions is your direct route to product information and support from key product providers. Use the app to develop your product knowledge and to access a whole host of additional dynamic content to support your advice proposition.

The LV= Fixed vs. Lifetime Annuity Comparison Tool
The LV= Fixed vs. Lifetime Annuity Comparison Tool

This unique tool from LV= helps you and your clients make a more informed decision when choosing between a Lifetime and Fixed Term Annuity. Simply complete your client's quote details to view bespoke comparison charts which compare different future scenarios.

Appetite for Risk by Old Mutual Wealth
Appetite for Risk by Old Mutual Wealth

This app is for UK financial advisers only.

Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.

To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.

The agreed risk level can then be emailed back to your office for use with Old Mutual Wealth’s online investment tools.

Informer by Old Mutual Wealth
Informer by Old Mutual Wealth

Informer is a FREE online publication for financial advisers worldwide. Get exclusive access to expert comment and opinion on the hottest financial topics from our own experts and from some of the biggest names in fund management.

Quickly and easily access in-depth information about the issues which affect you, such as the latest market news and industry or regulatory changes. Packaged with interactive content and all the online functionality you’d expect.

Zurich Home Office
Zurich Home Office

A first in the UK market, our new Mobile Office app makes it easy to keep up to date with your pipeline whether you’re in or out of the office. The App is available as a free download from Apple's App Store and has been designed for both iPhone/iPad (IOS6 or above).

NMBA TV
NMBA TV

Access our innovative TV channel, providing you with instant access to a number of educational and development videos

The Mortgage Works
The Mortgage Works

Our free app makes it easy to access our latest products, calculators and criteria on the go. If you already have the existing TMW calculator app, simply update the app on your device and watch it transform.

Nationwide for Intermediaries
Nationwide for Intermediaries

Our free app helps you do business on the go, bringing our latest products and calculators to your phone and tablet. The app also includes an exclusive comparison calculator that shows you the potential savings your client could make by switching to a Nationwide mortgage product.