Working with your business.
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.
Equity Release Marketing Toolkit
A marketing toolkit to help you effectively contact your clients and professional contacts on equity release.
Inheritance Tax Calculator
Add up your clients assets and liabilities to show how much IHT liability they have on their estate when they die. Use with LifeTime+, our whole of life plan to make sure they're covered.
Takes you through the process of setting up a trust, including printing off a completed trust deed.
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.
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.
A range of tools designed to highlight the need for Protection
Relevant Life Cover calculator
To help you recommend Relevant Life Cover, our helpful tool calculates the maximum amount of cover, as well as how much your client could save.
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.