Financial Calculators

Use this calculator to determine if there might be a shortfall in your pension fund when you retire.

Pensions Shortfall Calculator

Use this calculator to determine if there might be a shortfall in your pension fund when you retire.

Pension shortfall details

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

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This calculator provides an illustration only and does not constitute financial advice. Please speak to your financial adviser before making any decisions. 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.