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
  1. Pension calculator
  2. Retirement income tool
  3. Compare guaranteed income products (annuities)
  4. Workplace pension contribution calculator
  5. Money Health Check
  6. Budget planner
  7. Debt test
  8. Savings calculator
  9. Loan calculator
  10. Divorce and separation calculator
  11. Car costs calculator
  12. Baby costs calculator
  13. Credit card calculator
  14. Quick cash finder
  15. Redundancy pay calculator
  16. Christmas money planner
  17. Compare bank account fees and charges
  18. Money Navigator Tool
  19. Understand and compare your investment pathway options

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

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
  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. Pet insurance
  14. Young drivers’ insurance
  15. Remortgaging your property
  16. Buildings insurance
  17. Financial responsibilities if you rent out a property
  18. Make a redundancy plan
  19. Timeline to buying a home
  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 make payments using your bank account
  33. How to use your bank account to make budgeting easier
  34. Worried about paying your rent?
  35. How to open a bank account
  36. When it's gone it's gone
  37. Should you save or pay off debts?
  38. When and where to get pensions help and advice
  39. Why it pays to save regularly
  40. Affording a car
  41. Do you need life insurance?
  42. Understand and compare annuities
  43. Understand the difference between single and joint annuities
  44. Understand guarantee periods and whether they are suitable for you
  45. Understand how your annuity income can increase over time
  46. Understand how your health can increase your annuity income
  47. How parents talk to their children about money
  48. How to talk about money as your children grow up
  49. How to feel more comfortable talking to your children about money
  50. Pensions and retirement
  51. Why use a financial adviser?
  52. Understand your retirement options
  53. A Single Or Joint Annuity
  54. Budgeting for retirement
  55. Annuity guarantee period
  56. 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

  1. Having a baby – interactive money timeline