Tools
The tools below are designed to help you demonstrate the key benefits of 5 for Life and to help you build a portfolio that is tailor-made to suit their needs and budget...
Portfolio builder
Build a carefully balanced portfolio for your client using our Create range.
Life expectancy calculator
We know we're living longer. Find out how likely a 60-year-old is to run out of money before they die.
Retirement IQ
This unique quiz will help clients appreciate the need to carefully plan their retirement income.
Capital content calculator
Quickly calculate how much of your client's regular income will be subject to tax...if any!
