Advisor Tools HERO 1440X392

Useful adviser tools

Designed with you in mind

Fund centre

Explore all our available funds. See our price list, fund performance, factsheets and more.

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Adviser connect offshore

A hub of helpful information, including policy and investment details and transaction and withdrawal histories.

Offshore portal

Budget planner

This online tool looks at your income and outgoings to help you understand and manage your budget.

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Find the right trust

This simple online tool helps you find the right trust for your inheritance tax planning needs.

Trust solution tool

Adviser connect onshore

View policy information for onshore bonds, create annuity and link bond valuations to your back office system.

Onshore portal

Segment calculator

Look at the benefits of setting up an offshore bond with the maximum number of segments.

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Online dashboard

Exclusive to The Retirement Account. Create new quotes, apply online, auto-rebalance funds and more.

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Life expectancy calculator

Find out your average life expectancy, so that you can successfully plan for your future.

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Pension tax calculator

Find out the amount and percentage rate of income tax you’ll need to pay on any pension funds you withdraw.

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Equity release calculator

See how much equity you can release from your property with our easy-to-use online tool.

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