Tools & calculators

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

Calculators

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

  1. Mortgage calculator
  2. Mortgage affordability calculator
  3. Stamp Duty calculator
  4. Pension calculator
  5. Retirement income tool
  6. Compare annuities
  1. Workplace pension contribution calculator
  2. Understand and compare income drawdown
  3. Money Health Check
  4. Budget planner
  5. Debt test
  6. Savings calculator
  7. Loan calculator
  8. Divorce and separation calculator
  9. Car costs calculator
  10. Baby costs calculator
  11. Credit card calculator
  12. Quick cash finder
  13. Redundancy pay calculator
  14. Christmas money planner
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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

  1. Free printed guides
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Videos

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. What is an Offset Mortgage?
  19. What is an annuity?
  20. Shopping around for an annuity
  21. Your top tips for buying and running a car
  22. Your tips on saving money
  23. Your tips on saving money – How do you save for emergencies?
  24. Your tips on saving money – Are you a regular saver?
  25. Your tips on saving money – Cutting back to help you save
  26. Your tips on saving money – Your tips for cutting back
  27. Your tips for paying and saving for a wedding
  28. How do you save on back-to-school shopping?
  29. The cost of Christmas
  30. How to make payments using your bank account
  31. How to use your bank account to make budgeting easier
  32. Worried about paying your rent?
  33. How to open a bank account
  34. When it's gone it's gone
  35. Should you save or pay off debts?
  36. When and where to get pensions help and advice
  37. Why it pays to save regularly
  38. Affording a car
  39. Do you need life insurance?
  40. Understand and compare annuities
  41. Understand the difference between single and joint annuities
  42. Understand guarantee periods and whether they are suitable for you
  43. Understand how your annuity income can increase over time
  44. Understand how your health can increase your annuity income
  45. How parents talk to their children about money
  46. How to talk about money as your children grow up
  47. How to feel more comfortable talking to your children about money
  48. Pensions and retirement
  49. Why use a financial adviser?
  50. Understand your retirement options
  51. A Single Or Joint Annuity
  52. Budgeting for retirement
  53. 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

  1. Having a baby – interactive money timeline
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