PLANNING TOOLS
Practical tools. No account required.
Use these browser-based tools to organise information before speaking to Pallife. Your entries stay on your device unless you choose to send them.
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Service finder
Answer two short questions and get a relevant starting point on the site.
Open tool →+9Family enquiry builder
Prepare funeral-cover family categories without using names or ID numbers.
Open tool →RBudget planner
Summarise regular income, commitments and an indicative monthly balance.
Open tool →PRIVACY BY DESIGN
Use the minimum information you need.
The tools deliberately avoid asking for ID numbers, medical information, account credentials or detailed policy data. Clear your browser storage at any time from the privacy controls.