For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
Calculate the estimated recommended pension input amount for your client to help you work out annual allowance usage.
Use the Defined Benefit Pension Input Amount tool
There are two ways to work out the amount:
When you’ve worked out the input amount, you can use our annual allowance calculator to find out:
Add this tool to your favourites and use it even when you’re not online.
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).
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.