Our Helpful Tools

Budget Calculator

Budget Planner

Taking financial decisions involves calculating a personal budget. Here you can work out every cost affecting your clients life and work out what, is left. Simply have their financial records to hand and our budget calculator will do the rest for you.

Inheritance Tax Calculator

Inheritance Tax Calculator

Inheritance Tax is paid when a person's estate is worth more than £325,000 when they die. This calculator will work out your client’s approximate inheritance tax liability. Inheritance tax planning is recognised as a common sense and acceptable approach to ensuring your client’s wealth goes where they want it to after their death.

Trust Solution Tool

Trust Solution Tool

This tool concentrates on inheritance tax (IHT) mitigation. Selecting an appropriate trust is something that requires the specialist advice of an advisor and in response to a series of questions about your client's specific case and circumstances our tool can make a broad suggestion from Canada Life’s wide range of trusts.

Segment Calculator

Segment Calculator

This calculator incorporates a set of planning assumptions to allow you to examine the effects of setting up international bond as a series of segments, or identical policies. To make the bond as efficient as it could be, it is vital to set the policy up as a series of segments.

Adviser Connect

Adviser Connect UK

The secure web site for accessing annuity quotes, online valuations, and account administration.

Adviser Connect International

Adviser Connect International

The secure web site for accessing online valuations, and account administration.

Adviser Fund Centre

Fund Centre

This includes the fund centre for the life and pension funds, international core fund range, international core plus range and the international open range.

 

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This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.