Financial planning toolkit

Illustration of a tool kit

Financial planning in association with Scottish Widows bannerWant to plan your future? There are many great online tools to help. Here are some of our favourites

Employee Tools

Automatic enrolment planner

What makes a good pension scheme post auto enrolment?

Employer responsibilities in auto-enrolment

Marketing resources

Posters, emails & other communications to tell employees about auto-enrolment

Employee Tools

Pensions calculators

Scottish Widows’ pensions calculators will give you an idea of how much you should pay in every month. and tools/pension planner

Investments calculator

Would you like to put away money for university fees, your retirement or to fund your dream business. Scottish Widows’ investment calculator will help. and tools/investment decision tool

Retirement explained

Pension Freedoms

Pensions options calculator

Calculate and compare your pension options – based on your pension pot.

Cash lump sum calculator

Taking it all as cash? Or choosing PPE? Find out how much tax you could pay.

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Director commercial and sales

Director commercial and sales

There are many ways to work with Director – from display advertising to bespoke thought leadership. Please click below to email Director’s commercial and sales team or call 0207 775 7708.

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