Professional Wealth Management

Pension Shortfall Calculator

Ever wondered how much you need to save to have the retirement you want? 

Enter some basic information about your assets and our helpful calculator will give you an idea of your pension. This calculation assumes that your pension will continue for 20 years. For a more detailed review, or to discuss further please contact us here.

Pension Shortfall Calculator
Example values (Assumes that pension will discharge over a period of 20 years):

Fund:    Monthly Pension:

Fund Shortfall:

Annual Income Shortfall:

Additional Monthly Contribution Necessary:

Current Age
Retirement Age
Existing Fund
Gross Annual Income Required
Monthly Contributions
Growth Rate%
Inflation%

Results are for your general information and use only and are not intended to address your particular requirements. Results should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate results and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of using this calculator. Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested.