Online Tools
Working with your business.
Name | Description | Link |
|---|---|---|
LV= Trustbuilder | Takes you through the process of setting up a trust, including printing off a completed trust deed. | |
Equity Release Marketing Toolkit | A marketing toolkit to help you effectively contact your clients and professional contacts on equity release. | |
Retirement Planner | Full retirement planning tool which includes a rated risk profiling facility and an asset allocation tool. | |
Salary Exchange Calculator | With the Salary Exchange Calculator from LV= you can calculate the potential savings your clients can achieve by making their pensions contributions via the salary sacrifice route. Our Salary Exchange Calculator allows you to target two alternatives:
Both options show tax and NI savings based on standard rates. | |
Income |
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With Profits Pension Annuity (WPPA) Historic Bonus Calculator | Our historic bonus calculator shows the income that would have been paid from our With Profits Pension Annuity in different scenarios. | |
Pension Income Plus Annuity (PIPA) forecaster | Our forecaster shows the income that would be paid from our Pension Income Plus Annuity, based on varying investment assumptions. | |
Protection Toolkit | A range of tools designed to highlight the need for Protection | |
Daily Fund Prices | Includes downloadable factsheets and x-ray facility. You can use this tool if you log in with an account which can do retirement business. |