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
Income Drawdown
Income Drawdown
One of the options for taking your pension is to leave some of the money invested and take part of it as income. This is called income drawdown or income withdrawal giving you more flexibility with your retirement pot.
Pension Consolidation
Pension Consolidation
Pension consolidation may allow you to combine some or all of your defined contribution pensions in one place. Consolidating your pension means fewer statements to keep an eye on, along with fewer and potentially lower management charges.
Financial Advice
Financial Advice
It’s about making the most of all savings, investments, property and at the same time looking to take care of any outstanding borrowing prior to retirement. Our retirement experts are well placed to work with you to create your plan for the future.
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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.