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Pension Planning Tool

Our Pension calculator and planning tool aims to help you calculate how much you need to be saving within your pension. Your pension is calculated in real terms (adjusted for inflation). We show you how saving monthly into a pension could build the pension pot you need to achieve goals you may have set for retirement.

Calculate the value of your pension

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Tax relief from the taxman (yearly)
Your contribution (yearly)

Results

Your total pension pot could be
Annual pension in real terms

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Building your pension plan

Using a pension calculator and planner is important to get an understanding of how pensions work and how much you can benefit from monthly savings. After using our tool we can provide a range of possible solutions to achieve your goals at retirement.

Self-invested Personal Pension (SIPP)

A SIPP is a type of personal pension that is designed to provide an income in later life. You make contributions into it and receive tax relief on contributions, in the same way as other pensions, with no Capital Gains Tax or additional Income Tax within the pension fund.

If you are looking to build your own portfolio and manage your investments, take a look at our SIPPs section or download our 'The Best SIPP' guide for more information and investment ideas.

If managing your own portfolio and investments is something which interests you, download our 'Online Investment Service' guide for more information on our execution-only service, or if choosing investments and managing a pension is too much for you, we offer a managed pension that is available as part of our Managed Portfolio Service.

Help from a wealth manager

If you have investible assets typically in excess of £250,000 our bespoke wealth management service could help you. We take time to really understand your objectives: what level of income will you need in the future, when would you like to stop working – if at all? We create a plan designed to achieve your objectives. Call us on 020 7189 2465 or email info@bestinvest.co.uk to discuss your needs.

Important Information

Calculations are estimates provided for illustrative purposes only. The above information is provided for guidance only, and should not be considered personal advice. The availability of tax relief will depend on your personal circumstances. This calculator assumes current tax rates and legislation; both could change in future. There are many other possible variables, for further information check your tax code and contact your Tax Office.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

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