Pension Fund Analysis
This calculator indicates how much your pension fund will build up with an estimate of annual income at retirement. Include in the lumpsum any other funds you have. Include in the monthly payments all other contributions. Consult for full analysis and advice.
Please complete all fields marked with *
* Lumpsum Payments In (£):
* Monthly Payment In (£):
* Interest Rate(%):
* Interest Rate Type:
* Annual Charges (%):
* Full years until retirement:
* Target Annual Income :
* Annuity Rate - estimate (%) :
* Inflation Rate (%) :


Pension Estimates
The calculations assume all the pension fund will be used to provide an income. The figures do not include any other charges or tied products such as insurance.
The value of the pension fund is reduced by the inflation rate entered, providing you with a value in real terms (marked with * below)
Pension Fund * (£):
Pension * (£):
Fund Shortfall (£):
One off payment needed (£):
Additional monthly payment needed(£):