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- Forecasting tools
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Trustee Investment Plan Modeller
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).
Retirement modeller
Explore planning scenarios across your client’s full retirement journey with Prudential’s Retirement Account.
Inflation Modeller
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.
Tax Wrapper Comparison Tool
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).
Flexible Retirement Plan Modeller
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.
ISA Costs and Charges Calculator
Discover information about the fund costs and charges for the WS Prudential OEIC funds and their effect on returns for the Prudential ISA, as required under MiFID II.
Investment Calculator
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.
School and University Fees Calculator
Discover the investment needed in an offshore bond to fund school or university fees and the tax payable on withdrawals.
Tax Wrapper Comparison Tool
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)
Lump Sum Allowance and Lump Sum Death Benefit Allowance Modeller
You'll be able to access the allowances your clients will be using up when decumulating, as well as the tax-free lump sum remaining on death.
LTA Transitional Tax Free Amount Tool
Find out if your clients could benefit from a Transitional Tax Free Amount Certificate.
Trusts and Inheritance Tax Modeller
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.
Protected Tax Free Cash Tool
Calculate the scheme specific protected tax free cash amount for money purchase arrangements on or after 6 April 2012.
Redundancy Sacrifice Calculator
Understand the effect of redundancy sacrifice from the taxable element of a redundancy payment on your clients pension.
Bond Gain Tool
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.
Annual Allowance Calculator
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.
Tax Relief Modeller
Understand how pension contributions could affect your client’s tax position; or calculate your client’s tax position regardless of any further pension contributions.
Emergency Tax Tool
Calculate the impact of Emergency Tax on the payment of the Uncrystallised Fund Pension Lump Sum (UFPLS) and the first payment of drawdown.
Salary Sacrifice Calculator
Understand the effect of salary sacrifice on your client’s pension – to lower pension contribution costs or increase contributions at the same cost.
Extracting Company Profits Tool
Find out if your client could extract profits from their business in a more tax efficient way and how.
Prudential Fund Reporting Tool
Find out which funds we offer - together with fund factsheets, performance information and more.
Available Funds and Preferential Terms Calculator
Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account.
With-Profits Annuity Income Calculator
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.
Prudential Trust and Application Form Tool
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.
Discounted Gift Trust Discount Calculator
Estimate the potential discount which your client may receive with a Discounted Gift Trust.
Capped Drawdown GAD Calculator
Find out the monthly gilt yield and the impact of this on the amount of income your client could take from capped drawdown.
Defined Benefit Pension Input Amount Tool
Calculate the estimated recommended pension input amount for your client to help you work out annual allowance usage.
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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.