Tools and resources for your financial planning
Explore our online tools, calculators and research resources at your own pace. Whether you want to organise your day-to-day budget, look up financial information or find your investment platform, this page brings the available resources together in one place.
Financial calculators
Our calculators cover income and expenditure, income tax, lifetime earnings, mortgage borrowing and mortgage repayments. They can help you explore different figures and prepare questions for a financial planning conversation. Results depend on the information and assumptions used and are estimates, rather than personal recommendations.
Explore financial calculators →
Market data
View the currency exchange-rate information available through our market data section. Financial markets and exchange rates change, so check the date and source of any information before relying on it.
Research links
Find links to external sources including MoneyHelper, Pension Wise, the Financial Times and Morningstar. These resources offer general information and research. Some external services may require registration or a subscription.
My Portfolio
Find links to investment platform websites. If you already hold an account, use your provider’s own secure sign-in process to access it. Keep your login details private and do not include passwords or account security information in an enquiry.
Using these resources
These tools and links provide general information and do not replace advice tailored to your circumstances. Tax treatment depends on individual circumstances and may change. If a result raises a question about your own plans, you can get in touch to discuss it.