Financial planning tools

Financial tools

There are two tools to help with financial planning, these are free to use.

Debt Calculator

Helps identify debt repayments, and how additional payments can reduce the term.

Download “Guide to using debt calculator”

Download debt calculator

Budget Planner

Helps identify money coming in, against money going out.

Download “Guide to using budget planner”

Download budget Calculator

Financial Planning Spreadsheet

A tool which takes a target income and works out how much it will cost to fund.

Download “Guide to using Financial Planning Spreadsheet”

Download financial planning spreadsheet

Decumulation Calculator

A tool which calculates how long funds used to provide an income will last.

Download decumulation calculator

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Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

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