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Pension Fund Calculator

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<<Please read the guidance notes.

 

Planned Single Contribution (1)

Planned Monthly Contribution (2)

Enter the number of complete years left to retirement:

Target Income (3)

Enter your expected annuity rate (4)

 

Projected Fund:

Projected Pension*:

Projected Fund in real terms, (allowing for inflation):

Projected Pension* in real terms:

Shortfall Fund:

Additional monthly contribution required to overcome shortfall:

Additional one off single contribution required to overcome shortfall:

*This calculator assumes that all the fund is used for pension. In practice you might take some as tax free cash.

The above calculator is designed for guidance only and advice relating to any of these areas should be sought from your Financial Adviser.

Levels and bases of, and reliefs from, taxation are subject to change. Tax reliefs referred to are those currently applying and their value depends upon the individual circumstances of the investor.

Last updated on April 20, 2007