Explore planning scenarios across your client’s full retirement journey with Prudential’s Retirement Account.
This modeller allows you to estimate the potential Lifetime Allowance (LTA) liability for your client, catering for those with no protection and Fixed and Individual Protections.
This calculator allows you to demonstrate the impact of inflation on your client’s investment and cash holdings over a set time period. It also demonstrates the overall returns achievable before and after inflation is taken into account.
Discover how the returns compare, in general, between onshore bonds, offshore bonds and collective investments such as unit trusts and open-ended investment companies (OEICs).
Discover information about the fund costs and charges for the LF Prudential OEIC funds and their effect on returns for the Prudential ISA, as required under MiFID II.
Demonstrate the accumulated fund value achievable over a period of time through investing, and the investment required by a client to reach their savings goal.
Discover the investment needed in an offshore bond to fund school or university fees and the tax payable on withdrawals.
The Flexible Retirement Plan (FRP) Modeller shows how the Flexible Retirement Plan and investments within it can be used for your existing FRP clients only.
This tool allows you to estimate the potential Inheritance Tax liability for one or two individuals, demonstrating the impact gifting part of their estate into trust would have on their overall IHT liability.
Calculate the scheme specific protected tax free cash amount for money purchase arrangements on or after 6 April 2012.
Understand the effect of redundancy sacrifice from the taxable element of a redundancy payment on your clients pension.
Based on the past premium and withdrawal history, the bond gain tool will allow you to model the potential gain based on full segment surrender and/ or partial withdrawals.
Find out how Annual Allowance could impact your clients – whether the standard Annual Allowance or tapered annual allowance applies, as well as the amount of unused allowance and carry forward.
Understand how pension contributions could affect your client’s tax position; or calculate your client’s tax position regardless of any further pension contributions.
Calculate the impact of Emergency Tax on the payment of the Uncrystallised Fund Pension Lump Sum (UFPLS) and the first payment of drawdown.
Find out if your client could extract profits from their business in a more tax efficient way and how.
Understand the effect of salary sacrifice on your client’s pension – to lower pension contribution costs or increase contributions at the same cost.
Calculate potential Inheritance Tax liabilities when establishing a discretionary Gift Trust, discretionary Discounted Gift Trust or discretionary Loan Trust.
Find out which funds we offer - together with fund factsheets, performance information and more.
Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account.
Gain an insight into how Prudential’s With-Profits Pension Annuity has performed. See the annual income since the annuity started with the PruAdviser calculator.
The Trustee Investment Plan (TIP) Modeller shows how the Prudential TIP can be used as an investment for your existing Self Invested Personal Pension (SIPP) and Small Self-Administered Scheme (SSAS).
Is your client planning to place an investment into trust? Find the correct application form and trust form with tips on how to complete them.
Estimate the potential discount which your client may receive with a Discounted Gift Trust.
Find out the monthly gilt yield and the impact of this on the amount of income your client could take from capped drawdown.