This site is for financial advisers only, Click here for the consumer site.

Print Share

Resources and tools

Tools and calculators:

  • Maximum Contribution Calculator

    Calculate the maximum gross contribution your clients or their employer can contribute to their pension by 05/04/2021. The calculator takes into account any carry forward available and any taper to the Annual Allowance that applies. This comprehensive tool has been developed following years of adviser feedback and provides detailed notes on all the rules that apply. The tool can also indicate whether any annual allowance charge has been triggered.

    Note: Please open this calculator using Chrome
  • Capped Drawdown maximum income calculator
    Helps calculate the maximum income available under Capped drawdown, including adding additional designations to existing drawdown funds. Can also identify the amount to crystallise to provide a specific level of income.

Our products:

Supporting literature:


Can’t find what you’re looking for?

Contact your usual Old Mutual Wealth consultant or call us on 0808 171 2626 between 8.00am and 7.00pm Monday – Friday.

Financial Adviser Verification