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Whether you’re a protection or retirement specialist, we have a range of online tools to help you set up and build your business.
How we use personal information. Find out how we use your personal information, and what rights you have by visiting How we use your personal information. This includes who we are, how long we hold information, what we do with it and who we share it with.
Choose a heading below to find out more.
Takes you through the process of setting up a trust, including completing the form online.
Shows how much income your client could lose if they couldn't work and how much of their income they could protect with LV=.
Calculate the maximum LV= Income Protection available, through two separate policies.
Get a quick quote for our tailored income protection designed for clients with riskier occupations.
Help make your protection conversations with clients far more immediate, personal and real.
Book an appointment online for an initial tele-interview as part of the application process for the Flexible Protection Plan.
Takes you through the process of setting up a trust, including completing the form online.
A jargon-free introduction to help clients understand why cover is important and how they can identify their key people.
A jargon-free introduction to help clients understand why business continuation is important.
This works out the cost savings available to your clients when they take out life cover through a relevant life policy. As well as the amount of cover each person needs.
Losing a key person at any time can really disrupt a business, but even more so when it’s unplanned, or happens suddenly. This calculator uses a key person’s contribution to the profits of the business to calculate the amount of cover they need.
When setting up protection for shareholding directors or partners, the cost of cover is often shared (or equalised) between them. This calculator quickly works out how to fairly split the total cost of cover between the shareholders or partners, relative to the benefits they stand to gain.
This calculates the potential value of the business by using the average net profits, net assets and a profit multiplier. As well as showing the potential value of each partner/shareholder’s share in the business, which can be used as a guide to the individual sum assured required.
This calculator helps your clients understand the likely risks of health issues affecting key people within the business (individually and as a group), as well as the financial impact each person could have on the business.
LV= Retirement Pathfinder, a free and impartial retirement modelling tool to help you and your clients create, view and analyse different retirement scenarios.
In depth fund information and the ability to rank and compare funds.
To help you identify the most cost effective solutions for your clients, we’ve created new useful equity release calculators.
The equity release calculator will show you the cost associated with the different levels of drawdown facility we can offer.
We have a range of protection products to give your client a well-rounded portfolio.
Our retirement plans provide flexibility for your clients' needs now and in the future.
Potential for capital growth over the longer term with ongoing flexibility and guarantee options.
Find out more about the awards we've won for the products and the service we provide.
