fbpx

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

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.

This is horizontal divider (spacer) block.

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 use our calculator.

Total monthly pension payments

Current pension value

Annual pension fund growth

Annual inflation

Annual Withdrawal from Pension (%)

Desired retirement income

Fund shortfall

Tools & Guides

Use our range of calculators, videos and guides to get you thinking about your retirement planning

Tax relief calculator
calculator icon

Tax relief calculator

Calculate the tax relief you could receive on your personal pension contributions.
Pension Calculator
calculator icon

Pension Calculator

Use our pension calculator to help you understand how much your pension funds might be worth at retirement and what you’ll need to save to reach your target fund value.
Pension Consolidation
play video

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.
This is horizontal divider (spacer) block.

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.