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

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

Free printed guides

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

  1. Free printed guides


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

Interactive timelines

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