For UK financial advisers 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.

Save as a pdf

To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips guide (PDF).

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.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.