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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.

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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 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

Investing for your future

Investing for your future

In our experience, the sooner you start to prepare the better, and the more likely you are to achieve the kind of retirement you aspire to.
Tax relief calculator
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Tax relief calculator

Calculate the tax relief you could receive on your personal pension contributions.
Enjoying your retirement

Enjoying your retirement

If you’re looking forward to enjoying some well-earned free time and flexibility, being prepared financially ahead of retirement is more important than ever.
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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.