RL360's Toolkit Menu

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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

RL360’s Toolkit – making your life easier

Helping customers envisage their future financial scenarios can be a hugely valuable weapon in your sales arsenal.


This is why we’ve created an RL360 Toolkit.

 

The Toolkit features a series of handy calculators to support you and your clients as they make the big decisions about their future, along with a currency converter, a jargon buster and information about using our online services.

 

Online services:
Getting started
New business
Policy servicing
Switching & dealing
Calculators:
Future investment value
Regular savings
Impact of inflation
Inheritance tax (IHT)
Compound IHT
Education fee calculator
Retirement calculator
Resources:
Currency converter/Exchange rates
Jargon buster