Before you get started
Dig out your pension and investment values, along with any monthly payments you and your employer are making to get an idea of what your future retirement funds might be worth.
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What you need to know
- It’s just a guide, nothing personal!
- Have a shortfall? Don’t worry, our experts can help bridge the gap
Who can use it
- People already saving into a pension
- People looking to start retirement planning
If you need some guidance on our calculator check out our tooltip below.
Calculator help
Tooltip to help you fill in our calculator
This could either be the money you already have in your pension/investment funds, or if you’re just starting out, the amount you wish to add as a lump sum. You can leave this blank if there is nothing to add!
This is the number of years until your retirement or when you intend to access your funds.
This is the amount that you may be aiming to achieve as a total pension/investment fund.
This is the gross monthly amount you are currently or considering contributing to your pension/investment funds. This could also include contribution from your employer if you are in a workplace pension.
This is how much you think your fund will grow by each year. This will differ depending on your own personal attitude to risk and reward.
If you have a desired target, this will show any shortfall. If you have a shortfall please try our shortfall calculator.
Tools & Guides
Use our range of calculators, videos and guides to get you thinking about your retirement planning
Cash Flow Planning
Cash Flow Planning
Nobody knows what the future holds, but we can forecast the possibilities to minimise any surprises. The best way to manage and organise your financial planning and take into consideration all possible outcomes.
Pension Shortfall Calculator
Pension Shortfall Calculator
If you have already begun saving and have retirement income that you are trying to achieve, then this handy calculator will help you to identify any shortfalls
Using your pensions
Using your pensions
If you’ve been fortunate and/or smart enough to have put aside funds for retirement, putting these to work for your future should be an absolute priority.
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Speak to our retirement experts
Bespoke solutions personal to you
We’ve helped many people prepare for the type of retirement lifestyle they want. Reach out to start a conversation with one of our retirement experts.