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Pension tools

See our range of Pension tools.

Scheme specific tax free cash calculator

To be used to determine a member's tax-free cash (TFC) entitlement where they had tax-free cash rights greater than 25% as at 5 April 2006.

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Capped Drawdown maximum income calculator

Use this calculator to identify the maximum income limits available under Capped drawdown. The calculator is able to take account of additional designation calculations to existing drawdown funds. It can carry out target income calculations, identifying the amount of fund to crystallise to provide a specific level of income.

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Maximum funding calculator: 2015/16 tax year

Maximum funding calculator, including carry forward.

Calculates the maximum gross contribution which could have been paid in the 2015/16 tax year, using carry forward (if available), without triggering an annual allowance charge.

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Maximum funding calculator: 2016/17 tax year

Maximum funding calculator, including carry forward.

Calculates the maximum gross contribution that can be paid in the 2016/17 tax year by 05/04/2017, using carry forward (if available), without triggering an annual allowance charge.

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