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Nat Mutual offers pension calculator

National Mutual is aiming to save IFAs hours of admin time with a carryback/carry-forward calculator available through its sales offices and website.

It is promoting the calculator with a Use it or Lose it campaign in the run-up to the end of the system of carryback/ carry-forward in April.

The calculator will work out the amount that a client can contribute to their pension before it automatically completes all the relevant tax forms for the IFA.

Nat Mutual says this could potentially save IFAs hours of calculations.

The system then prints a report showing the unused relief available to clients along with pre-filled PP120, PP42 and PP43 Inland Revenue forms.

Head of marketing Andrew Wilkinson says: “The forthcoming loss of carryback/ carry-forward could provide IFAs with a significant sales boost during the next couple of months but there could also be massive pressure as the deadline approaches.

“We are committed to IFAs as the best avenue for financial advice in this complex area and if we can make life easier for them using our technology we will.”



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