Whether you are an existing member or new to Britannia, here are a few handy financial calculators that will help you evaluate and understand how you can make the most of your investment.

Use our financial calculators to check whether you are in the right fund, determine your PIR and calculate your retirement income. 

Each calculator should only take a minute to complete. 

Investment profile check-up

Investment profile check-up

Are you still in the right fund?
We've put together this simple questionnaire to help you better understand your attitude to investment risk and make sure your current investment profile is right for you.

Calculate your Prescribed Investor Rate

Calculate your PIR

Know what PIR you should be using?

Use this simple calculator to check your Prescribed Investor Rate (PIR). If you have an investment with us and your PIR has changed, it’s important to let us know.

Lifetime Income Calculator

Lifetime Income Calculator

Turn your savings into a regular retirement income.
Use this calculator to estimate what your retirement income might be based on the savings you have and how old you are when you start receiving retirement income payments.

Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. Product Disclosure Statements for the Britannia Retirement Scheme and the Integral Master Trust are available from the schemes’ issuer, Britannia Financial Services Limited, phone 0800 500 811.

Need help in securing your financial future?
Call us 0800 28 28 33