Tools

Retirement Account Quote System & Dashboard

Allocate your client's pension pot between Annuity and Drawdown, try out as many combinations as you like to find the perfect balance for your client and track applications online.
Use the dashboard

Pension Tax Calculator

Tempting as it is for your clients to take a pension fund as cash, beware the sting in the tail. Our calculator shows the amount and percentage rate of income tax payable on a pension fund if it is withdrawn in addition to other taxable income.
Use our calculator

Equity Release KFI generator

Find an Adviser

If you’re looking for a lifetime mortgage quote you can access the Retirement Advantage KFI Generator. It’s available 24 hours a day, 7 days a week. You can also use it to view Offer Letters, Valuation Reports and case progression.

Use your registered email address and password to access the system. Not registered with us? Register here.

KFI Generator

Pension life expectancy calculator

In order to successfully plan for your client's future, this calculator – courtesy of the Office for National Statistics – will help you see how long they are likely to live, and the likelihood of them reaching an advanced age.
Use this calculator

Equity Release Lifetime Mortgage Calculator

Use our calculator
You can use our Equity Release Lifetime Mortgage Calculator to find out how much equity you could release from your clients home with Retirement Advantage. Our Lifetime Mortgages allow clients to release money from their home.
Use our calculator 

Equity Release Online Application System

ER-online-system-cta

Seamlessly linked with our KFI generator, our online application system allows you to submit applications quickly and efficiently. It also offers helpful tool tips so that you can check that your case meets our underwriting criteria

 If you haven’t registered with us yet, you’ll need to complete a Registration Form to access the system.

Online Applications