Drawdown
resources
Interactive tools and account features to help you manage your pension savings with ease and efficiency
If you ever have a question, our knowledgeable Retirement Helpdesk is always on hand to help. You can contact them by calling 0117 980 9940.
Calculators
Drawdown calculator
See what withdrawals may be sustainable, how investment growth and charges could affect your fund value, and what might be left to pass on to loved ones.
CalculateCalculate how much tax might be deducted when you first take a payment from drawdown.
EMERGENCY CALCULATORCalculate how much income tax you might pay if you take a lump sum from your pension.
INCOME TAX CALCULATORHow long might you live? Use this when working out how much you may need in your pension pot.
LONGEVITY CALCULATORCalculate your income against your expenditure to work out the difference.
BUDGET PLANNERFind out the growth rate needed to protect your savings from inflation.
INFLATION CALCULATORGet guaranteed quotes from the whole market to see how much annuity income you could receive.
ANNUITY QUOTE TOOLInvestment research
Learn about different strategies for investing a drawdown plan, plus fund ideas for income.
Managing your account
View and manage your portfolio wherever you are, whenever you want, with our free app for smartphones and tablets.
Make it easier to manage your family’s portfolios. View them in one place, using a single set of login details.
Display the holdings in your portfolio the way you want, in the order you want.
Analyse all of the investments you hold, including asset allocation, past performance and the geographical distribution of your portfolio.
Bring all your ISAs, pensions, funds and shares together and give yourself more control.