Technical resources
Explore our range of technical guides, tools, calculators and CPD webinars to aid your wealth protection conversations.
Tools and calculators
Pre-app underwriting tool
Get an accurate indicative underwriting decision before applying. You can also chat with one of underwriters using our live chat service.
Whole of Life calculator
Demonstrate the value of a Whole of Life policy by comparing the 'return' with that of an investment at any given age of death a client.
Gift inter vivos calculator
Calculate the structure and total cost of a series of level term policies to mirror the reducing Inheritance Tax (IHT) liability on a lifetime gift.
Rysaffe planning calculator
Calculate the number of policies into which to split a Whole of Life application to minimise the likelihood of periodic charges.
