For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

Defined Benefit Pension Input Amount Tool

Calculate the estimated recommended pension input amount for your client to help you work out annual allowance usage.

  • See the results in a simple table
  • View the tool online and offline
  • Save as a pdf for your reports

Use the Defined Benefit Pension Input Amount tool

Key features of our Defined Benefit Pension Input Amount Tool

Two ways to calculate

There are two ways to work out the amount:

  • salary, service and pension accrual rates

  • accrued pension and cash entitlements

Work out the annual allowance with our other calculator

When you’ve worked out the input amount, you can use our annual allowance calculator to find out:

  • any amounts that would be subject to an Annual Allowance charge (this tool will highlight when the standard annual allowance for the current tax year has been exceeded)

  • the amount of unused Annual Allowance including any carry forward opportunities

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.