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
Key features
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.
Tech Matters
Ready to start
Get started and try the Defined Benefit Pension Input Amount Tool
Please note - you need to enable macros to use the tool.
Ask an expert
Submit your details and your question and one of your Account Managers will be in touch.