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.
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.
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.
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.
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.
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.
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.
Following the dramatic changes to pension legislation, this guide provides you with information and guidance around the new rules, on dealing with insistent clients and on communicating and advising in the new world.
A definitive look at how to interact with employers to help them understand their duties around auto enrolment and at the benefits of working with an adviser to put a scheme in place. The guide also looks at potential solutions.
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.
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 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.
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).
Access our innovative TV channel, providing you with instant access to a number of educational and development videos
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.