Interactive Lead Generation. For UK Financial Websites & Professionals.

Embed custom UK tax and retirement calculators in minutes. Engage visitors and route leads automatically, with zero financial data ever leaving the user's browser.

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A High-Value Touchpoint

Deploy a seamless, illustrative calculator that starts the conversation and positions your team as the essential next step.

UK-Centric Logic

Modeled around UK tax bands, annual allowances and the State Pension gap to provide realistic, illustrative scenarios rather than generic global calculations.

A Conversation Starter

These tools spark user curiosity, setting the stage perfectly for your team to introduce your professional, regulated financial services.

High-Intent Qualification.

Capture high-intent inquiries passively. Once engaged with the illustrative model, users can seamlessly request a call or further information directly from the widget layout.

Live Preview Directory

Review our suite of UK scenario-based modeling calculators below. Click through to evaluate any calculator's user experience on desktop, tablet and mobile.

Free forever tier · No credit card required.

UK Retirement Income & Pension Gap Calculator

  • Include a partner Yes
  • Retirement age 58
  • State pension age 68
  • Defined benefit income £8,500
  • Defined benefit age 58
  • State pension amount £12,500
  • Pension pot value £85,000

UK Pension Bridge Calculator: Early Retirement ISA & GIA

  • Part-time gross salary £16,000
  • Age work stops 55
  • Pension access age 58
  • Desired net annual income £35,000
  • Capital value (taxed) £55,000
  • Annual growth rate (taxed) 7%
  • Capital value (tax free) £125,000

UK 60% Tax Trap & Personal Allowance Taper Calculator

  • Gross salary 125,000
  • Cash bonus 20,000
  • P11D Benefits in Kind 8,000
  • Other taxable income 2,500
  • Pension type Salary sacrifice
  • Pension contribution amount 15%
  • Number of children 2

Mortgage Overpayment vs. ISA Investment Calculator

  • Mortgage balance £225,000
  • Mortgage term 25 yrs
  • Investment return 8%
  • Overpayment or investment amount £650

UK Adjusted Net Income & HICBC Impact Calculator

  • Salary £85,000
  • Bonus £10,000
  • Salary sacrifice amount 15%
  • Number of children 2
  • SIPP contribution £2,500

Inflation-Adjusted Compound Interest Calculator

  • Initial Capital Balance £55,000
  • Monthly contribution £350
  • Investment period 15 yrs
  • Annual growth rate (AGR) 10%
  • Inflation rate 2.5%
  • Lump sum amount £9,000
  • Lump sum year and month 9

Three ways to embed

Choose between inline, modal or full screen takeover.

Option 1: Inline Embed

Embed the calculator directly into your content flow, capturing high-intent prospects naturally as they engage with your articles or service pages.

  • Zero-Friction: Renders seamlessly inside your existing content.

  • Boosts SEO: Increases dwell time and keeps users on your domain.

  • Seamless Branding: Match your site's exact colors and fonts (Pro & Growth tiers).

  • Contextual Capture: Convert leads right as they read about complex financial topics.

Option 2: Full-Screen Takeover

Launch an edge-to-edge, distraction-free environment that hides site navigation to prevent lead leakage and perfectly houses data-heavy simulations.

  • Built for Complexity: Maximizes screen space for extensive retirement simulators.

  • Zero Layout Hassles: Completely bypasses your site's grid restrictions.

  • Zero Distractions: Temporarily hides site navigation to keep focus on the lead form.

  • High-Commitment: Perfect for primary "Start Your Plan" buttons.

  • Precision Tracking: Captures UTMs to prove the ROI of your marketing efforts.

Option 3: Modal Overlay

Trigger a sleek calculator overlay from a single button, focusing the user instantly without the headache of squeezing complex tools into restrictive page layouts.

  • Uncluttered UI: Opens a focused overlay from a space-efficient button.

  • Zero Layout Hassles: Avoids the need to tweak your website's CSS or page containers.

  • Focused Environment: Dims your background website to eliminate distractions.

  • Customizable CTA: FCA-verified professionals can write highly targeted button text.

  • Easy Placement: Drop the trigger button effortlessly into headers, footers, or sidebars.

Transparently Built. Compliance First.

Plan58 is a utility-first micro-SaaS engineered to give professionals peace of mind. We pair deterministic tax and pension simulators with strict privacy protocols, allowing you to deploy digital tools without inheriting technical or regulatory risk.

Flexible Compliance Safeguards: While the platform is open to any professional, we built specific safeguards for regulated environments. FCA-registered users can verify their status to automatically adjust consumer-facing transparency statements, ensuring seamless alignment with strict financial promotion rules.

Client-Side Execution & Minimised Data Footprint: Financial data never leaves the prospect's browser. All tax and pension calculations are executed locally. Because sensitive financial inputs are never transmitted to our servers, they remain entirely outside your data processing scope. Only basic contact information moves transiently through our system to protect your webhook URLs and securely route the lead via email relay - keeping your GDPR obligations strictly limited to the contact details you receive.

Strictly Mathematical Utilities: We draw a hard line between calculation and consultation. Our tools are purely deterministic engines that render no advice or recommendations, ensuring that all professional guidance and oversight remains entirely in your hands.

Lead Generation on Autopilot

Start with a free embed to test the waters. Use your included Sandbox domain to securely map out webhook payloads and test your CRM automations before committing to a live Pro plan.

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