Financial Calculators

Allow your clients to estimate a potential shortfall in their pension

Pensions Shortfall Calculator

Allow your clients to estimate a potential shortfall in their pension

Pension shortfall details

Enter pension fund, inflation, annuity, premium, age, and income assumptions to estimate a potential shortfall.

%
%
%
£
£
years
years
£

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.