Please note: The results of these tools are illustrative only and are in no way intended to be a recommendation for a particular course of action and does not constitute advice.
New planning tools available via the platform
We’re excited to be able to unveil access to a whole range of financial-planning tools over the next few weeks, developed by the technical experts at Prudential.
Tools hub - available now
We have launched access to a suite of tools specifically to support pension-planning decisions, including:
- Annual Allowance Calculator
- Salary Sacrifice Calculator
- Tax Relief Modeller
Explore scenarios and help your clients to understand the impact of their choices.
Log in to the platform and click on the new Tools hub icon to try them out.
Hot off the press
Launched 24 November. More access to Prudential technical tools. This time bond and general financial planning tools that we know you’ve told us you'd like to see, including:
- Bond Gain Tool
- Inheritance Tax Calculator
Log in to the platform and click on the new Tools hub icon to try them out.
Useful articles and webinars
Regulatory Updates
We've asked our our technical team and industry experts to review the big economic, technical and regulatory changes. Summarising and helping to keep you informed for your business and your clients.
Taxation
Information from the experts at M&G Technical as well as articles and examples about taxation and planning scenarios.
Paraplanners Assembly
Paraplanners are crucial to financial planning. That's why we support the Paraplanners Assembly, where Paraplanners learn, fix and share things.
If you've found this useful, visit our other hubs
Retirement Hub
Not every client is the same and nor does every retirement client have the same needs. Find research, experience and advice from peers and useful links to help support you deliver the right retirement plan for your clients and your business.
Responsible Investing Hub
Everyone has their own principles that influence the way they live their lives, and they way they want to invest their money. This hub provides resources and documents that can help you to deliver investments choices to your clients that support their values.