Tools & calculators

Calculators, letter templates and free printed guides – useful tools and resources to help you


Our easy-to-use calculators can help you budget, save and cut back on costs

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Letter templates

Our easy-to-use letter templates are here to help you if you need to set up, cancel or complain about something

  1. Letter templates
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Order forms

Use these forms to order our free printed guides, which give you clear, unbiased information and advice in Plain English

  1. Order forms
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Free printed guides

Read our free printed guides, which give you clear, unbiased information and advice in Plain English

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See our videos, covering subjects such as insurance, retirement savings and inflation

  1. Where do we learn money habits from?
  2. Getting your children familiar with money
  3. Teaching your children what money is used for
  4. Letting your children have a go with money
  5. Your children and virtual money
  6. Making money go further with your children
  1. Introducing money
  2. Money emotions
  3. Money highs and lows
  4. Financial independence
  5. Managing money
  6. Money advice
  7. Child savings
  8. Inflation
  9. Compound interest
  10. Workplace pension changes – the basics
  11. Pet insurance
  12. Young drivers’ insurance
  13. Remortgaging your property
  14. Buildings insurance
  15. Financial responsibilities if you rent out a property
  16. Make a redundancy plan
  17. Timeline to buying a home
  18. Buy-to-let mortgage guide
  19. Should you overpay your mortgage?
  20. What is an Offset Mortgage?
  21. What is an annuity?
  22. Shopping around for an annuity
  23. Your top tips for buying and running a car
  24. Your tips on saving money
  25. Your tips on saving money – How do you save for emergencies?
  26. Your tips on saving money – Are you a regular saver?
  27. Your tips on saving money – Cutting back to help you save
  28. Your tips on saving money – Your tips for cutting back
  29. Your tips for paying and saving for a wedding
  30. How do you save on back-to-school shopping?
  31. The cost of Christmas
  32. How to choose a bank account
  33. How to make payments using your bank account
  34. How to use your bank account to make budgeting easier
  35. Worried about paying your rent?
  36. Get ready for Universal Credit
  37. How to open a bank account
  38. When it's gone it's gone
  39. Should you save or pay off debts?
  40. When and where to get pensions help and advice
  41. Making a will – your options
  42. Save money on your gas and bills
  43. Why it pays to save regularly
  44. Affording a car
  45. Do you need life insurance?
  46. Understand and compare annuities
  47. Understand the difference between single and joint annuities
  48. Understand guarantee periods and whether they are suitable for you
  49. Understand how your annuity income can increase over time
  50. Understand how your health can increase your annuity income
  51. How parents talk to their children about money
  52. How to talk about money as your children grow up
  53. How to feel more comfortable talking to your children about money
  54. Pensions and retirement
  55. Why use a financial adviser?
  56. Understand your retirement options
  57. A Single Or Joint Annuity
  58. Budgeting for retirement
  59. Annuity guarantee period
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Interactive timelines

Explore our money timelines so you know the actions to take and things that could affect your income

Expand Contract Interactive timelines