How much do i need to retire?

Retirement Calculator

How Much Do You Want?
Name First Last
Sex Male Female
Marital Status Married Single
Date of Birth - dd - mm yyyy
Your preferred retirement age
How much income per year do you need in retirement?

Please enter an age between 55 and 70.
Your lump sum (or equivalent) required at this time is £_____
What Do You Currently Have?
We now know that you have to target having a sum or an equivalent sum of £__________ by the time you are ____. Please tell us what you currently have in terms of existing savings, pensions and pension entitlements:
State Pensions
Are you entitled to a full state pension? Yes No
The standard state pension today is £7,542.60 per year if you are married, £4,716.40 if you are single. Unless you are aware of a different entitlement we will use this as the expected figure.
Please state the expected figure Normal State Pension -or- Other
Company Pensions Company Pension 1 Company Pension 2 Company Pension 3 Company Pension 4
How do I apply a lump sum figure to my Company Pension? click here and we will help you to convert your figures.

If you have any more than 4 old company pension schemes you should definitely complete the exercise of asking for a pensions audit or use our pensions investigation service.

Note: Please provide the current lump sum values for the company pensions.
Personal Pensions Personal Pension 1 Personal Pension 2 Personal Pension 3 Personal Pension 4
Click here and we will help you to understand what needs to be put in place in this section .

Note: Please provide the current lump sum values for the personal pensions.
Investments Investment 1 Investment Value Investment 2 Investment Value Investment 3 Investment Value Investment 4 Investment Value Investment 5 Investment Value Investment 6 Investment Value
Click here and we will help you to understand what needs to be put in place in this section .
Savings Saving 1 Saving Value Saving 2 Saving Value Saving 3 Saving Value Saving 4 Saving Value Saving 5 Saving Value Saving 6 Saving Value
Click here and we will help you to understand what needs to be put in place in this section .
Windfall/Inheritance Windfall figure Expected On Date: - dd - mm yyyy
Click here and we will help you to understand what needs to be put in place in this section .

TIP: Use regular date seperators e.g. / - . etc to skip from one date box to another!

Click on the following button - to calculate the retirement amount
PLEASE NOTE:

This calculator is intended as a guide, to give you a good idea of the position you can expect at retirement. However with so many variables in the calculations you should not rely on this as an exact figure or think that anything is guaranteed or without risk. Shortfalls in any predicted figures could occur. We strongly suggest that you take professional advice in assessing your exact retirement needs.

You can get a tailored personalised PENSIONS AUDIT from one of professional advisers in your area, which will be a report based on your exact circumstances and will be vetted by a professional reviewing YOUR position.

To get such a report organised please click here now.

Retirement Calculator

How Much Do You Want?

What Do You Currently Have?

State Pensions

Click on the following button - to calculate the retirement amount