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Financial planning

There’s no time like the present to start planning for your future and getting the right help

Financial planning

If you are looking to review your financial circumstances, either considering what would happen to your loved ones if you were not around or thinking about your future finances, our range of case studies, guides and links are here to help you.

The content contained within this section, including all tools, guides and product information is brought to you by Phoenix Customer Care, a Phoenix Group company.

Income protection calculator

Circumstances can change. That’s why it’s important to continually review any financial policies that you may have on a regular basis. If you have an income protection policy you can use our Income protection calculator to give you an idea on the amount of money you may receive if you were to make a claim.

Savings calculator

It’s easy to spend far more money than we realise on life’s little luxuries. Use this calculator to work out how much you’re spending on those treats and extras – it’s amazing how much you could save by cutting out some of the things you, and your waistline, could do without! Or, if you can’t resist, think about swapping those expensive branded choccie biscuits or soft drinks for supermarket own-brands.

How much could you save?
Just fill in roughly how much you spend on ‘snacks between meals’, ‘weekly treats’ and so on, each day, week or month. Hit the ‘calculate’ button and we’ll show you how much you spend in a year.

Inflation calculator

As prices go up, the amount you can buy with your money reduces, and it’s easy to underestimate the real impact that rising prices, or ‘inflation’ can have on your spending power over the years.

What’s the real value of your money?
It’s important to manage your savings so that your money grows, offsetting the effects of inflation and hopefully giving you a little extra to boot. Use our calculator to see how inflation could affect the real value of your money over time.

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