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.
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.
Financial Planning
Financial Planning
Financial planning is a way of organising your finances that focuses on you, your goals and the outcomes you desire. It is best to have a financial plan developed to match your needs and build a long term forecast of your investments.
Pension Calculator
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.
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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.