Calculators
We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority do not regulate on estate planning and inheritance tax planning.
Please also note we do not store or see any of the information you input to these calculators.
Pension Shortfall Calculator
Your Results
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Note: Annual Management charges, and New Investment charges are ignored.
This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.