Financial planning toolkit

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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

scottishwidows.co.uk/pensionsreform/employers/tools/ae-tool

What makes a good pension scheme post auto enrolment?

scottishwidows.co.uk/corporate/employers_and_trustees/eh_helping_plan_roundtable

Employer responsibilities in auto-enrolment

scottishwidows.co.uk/corporate/employers_and_trustees/ae/responsibilities

Marketing resources

Posters, emails & other communications to tell employees about auto-enrolment
scottishwidows.co.uk/corporate/employers_and_trustees/ae/employeecomms.html


Employee Tools


Pensions calculators

Scottish Widows’ pensions calculators will give you an idea of how much you should pay in every month.
scottishwidows.co.uk/corporate/guides 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.
scottishwidows.co.uk/corporate/guides and tools/investment decision tool

Retirement explained

Pension Freedoms
scottishwidows.co.uk/retirement-planning/

Pensions options calculator

Calculate and compare your pension options – based on your pension pot.
scottishwidows.co.uk/secure/retirement-planning/calculators/pension-options-calculator/

Cash lump sum calculator

Taking it all as cash? Or choosing PPE? Find out how much tax you could pay.
scottishwidows.co.uk/secure/retirement-planning/calculators/tax-calculator/

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Director commercial and sales

Director commercial and sales

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