Pension Pot Calculator

Project your pension pot at retirement based on your current pot, salary, contribution rates and investment growth. See the real inflation-adjusted value and estimated annual income using the 4% rule.

Last updated: April 2026

Your pension details
Contributions
Growth assumptions
Before charges. Typical balanced fund: 5–7% pa. This is nominal, not inflation-adjusted.
Pension projection
Projected pot at retirement
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Years to retirement -
Total contributions -
Investment growth -
Real value (today's money) -
Estimated annual income (4% rule) -
Monthly income from pot -

How to project your pension pot

This calculator models compound growth on your existing pension pot plus regular contributions over the years remaining until your target retirement age. The growth rate is applied monthly, and contributions are added monthly based on your salary and contribution percentages. The result is a nominal (pre-inflation) figure - the real value in today's money is also shown, adjusted for the stated inflation rate over the period.

How much do you need in retirement?

The Pensions and Lifetime Savings Association publishes Retirement Living Standards for the UK: a minimum standard (basic needs met, some social activity) requires around £14,400 per year for a single person; a moderate standard (more financial security, some holidays) requires £31,300; and a comfortable standard (more financial freedom, regular trips) requires £43,100. These figures are for a single person - couples need roughly 50–60% more for a joint comfortable lifestyle. The State Pension (£11,502 in 2026/27 for the full new State Pension) covers part of these requirements, with the private pension pot covering the rest.

The 4% rule

The 4% rule is a widely-used rule of thumb for sustainable pension drawdown - withdrawing 4% of your pot in year one and adjusting for inflation each year is estimated to provide income for 30 years with a high probability of not running out of money (based on historical market returns). It is a guideline, not a guarantee, and assumes a balanced investment portfolio. A larger pot or lower withdrawal rate provides more security; a higher withdrawal rate or shorter remaining life expectancy may be sustainable but carries more risk.

Auto-enrolment minimum contributions

Under auto-enrolment, the minimum total contribution is 8% of qualifying earnings (between £6,240 and £50,270), split as at least 3% from the employer and 5% from the employee (including tax relief). Many employers offer higher matching rates - for example, matching up to 5% or 6% of salary. Always contribute at least enough to receive the full employer match - it is effectively an immediate 100% return on your contribution.

Frequently asked questions

The minimum pension access age in the UK is currently 55, rising to 57 in April 2028. This applies to defined contribution (money purchase) pensions. Some defined benefit (final salary) scheme members may have protected rights to access earlier. The State Pension age is currently 66 and will rise to 67 between 2026 and 2028, and then to 68 - though the exact timetable for the rise to 68 has been subject to review. Accessing your pension before the minimum age is generally not possible except in cases of serious ill health.
The Lifetime Allowance (LTA) - the limit on tax-privileged pension savings - was effectively abolished from April 2024. Previously set at £1,073,100, the LTA charge was removed in the 2023 Spring Budget and formally scrapped from April 2024. There is still an Annual Allowance (£60,000 in 2026/27, or your earnings if lower) on new contributions per year, and a lump sum allowance on the tax-free cash available at retirement (25% of the fund, capped at £268,275 in 2026/27). For very large pension pots, specialist advice is recommended.
Probably, if you have multiple small pots from previous employers. Benefits of consolidation include: simpler administration, potentially lower total charges (some old workplace pensions have high annual management charges), easier investment management, and a clearer picture of your total retirement savings. However, check for valuable benefits in older pensions before transferring - some defined benefit schemes, guaranteed annuity rates, or enhanced transfer values may be worth preserving. A regulated financial adviser can help assess this.