Pension calculations made easy
We’ve teamed up with our colleagues at Dunstan Thomas to create a range of tools and calculators to help make pension calculations easier for you and your clients.
Annual Allowance
This calculator will help you work out your client’s annual allowance, including any available carry forward. You’ll need details of your client’s pension savings (including defined benefit accrual) going back at least three tax years, as well as their tapered annual allowance amounts if applicable.
Salary Sacrifice
This tool will show you the effect on a client’s take-home pay if they give up part of their salary in exchange for a pension contribution. You can edit the client’s personal allowance, confirm where they are in the UK for tax purposes, and specify whether employer National Insurance savings will be passed to the client.