IFGL Pensions' Toolkit - Making your life easier

Helping customers envisage their financial future scenarios, and understand what they will need to save to afford the future they want, can be a hugely valuable weapon in your sales arsenal. We’ve created a range of powerful tools and calculators to help you navigate this conversation with your clients.

For Financial Advisers only

Fair Value Calculator

This calculator allows advisers to check that their customer’s SIPP will comply with our Fair Value Cap prior to submitting business or investment dealing instructions. It also contains a record of assets already noted as permissible within the SIPP.

Find out more

IHT Calculator

Calculate your clients IHT liability with this handy tool.

Find out more

Compound IHT

Calculate the long-term impact of inheritance tax.

Find out more

Inflation Calculator

Calculate the effects of inflation on your clients money over time.

Find out more

UK State Pension Age Checker

A GOV.UK resource, IFGL Pensions are not responsible for any information provided.

Open GOV.UK

Find a Lost Pension

A GOV.UK resource, IFGL Pensions are not responsible for any information provided.

Open GOV.UK