Workplace pensions, state pension, drawdown planning, and annual allowance. Plan your UK retirement with confidence.
Project your total pension pot at retirement based on your contributions, employer match, and expected investment growth.
Plan how long your pension pot will last in drawdown, accounting for your 25% tax-free lump sum and income withdrawals.
Estimate your UK state pension entitlement based on your National Insurance record and qualifying years.
Check your pension annual allowance including carry forward from the previous three tax years and any tapering.
Understand the impact of the lifetime allowance on your pension savings and any potential tax charges that may apply.
Calculate your auto-enrolment workplace pension contributions from both employee and employer, plus tax relief.