Free tool · Step 05

Pension projection
calculator UK

See how your pension pot grows — including tax relief, employer contributions, and what it means as annual retirement income.

Tax relief included Employer match Salary sacrifice State Pension
1
Your details
Current age
Retirement age
Gross annual salary
£
Current pension pot (if any)
£
Tax region
2
Contributions
Your contribution
5%
Employer contribution
3%
Contribution method
Salary sacrifice saves NI too. Relief at source is common in SIPPs and some workplace schemes.
3
Assumptions
Annual return (real, after inflation)
5%
5% is a reasonable central assumption for a global equity fund. Results shown in today's money.
Include State Pension?
Full new State Pension is £12,548/yr (2026). Needs 35 NI years.
Projected pension pot at retirement
£—
in today's money · years to grow
Annual income
Monthly income
Total inc. State Pension
Retirement income breakdown
Based on 4% annual drawdown from pension pot
Pension pot drawdown
4% of pot per year
State Pension
Full new State Pension 2026
£12,548
Total annual retirement income
vs. 15% total contribution target
0%15% target30%
Pension pot growth
Projected pot
Contributions only
Monthly contribution breakdown
Your gross contribution
Tax relief (20% basic rate)
NI saving (salary sacrifice)
Your actual cost per month
Employer contribution
Total into pension per month
Return scenarios — projected pot
Cautious (3%)
— /yr
Central (5%)
— /yr
Optimistic (7%)
— /yr
⚠️ This calculator provides illustrative projections only. It assumes a constant contribution rate and return, no salary growth, and that contributions are made monthly. Actual pension values will vary. This is not financial advice. For defined benefit (DB) pensions, contact your scheme administrator directly.

Common questions

It depends on your contributions, employer match, investment return, and time. A useful rule of thumb: aim for a pot of around 25 times your desired annual income. With the State Pension providing ~£12,548/year, you need your private pension to cover the rest.
The auto-enrolment minimum is 8% total (3% employer, 5% employee on qualifying earnings). Most financial planners suggest 15% of gross salary total is needed for a comfortable retirement. The earlier you start at 15%, the more compound growth does the work for you.
With relief at source, you get income tax relief (20% basic, 40% higher rate) but still pay National Insurance on the full salary. With salary sacrifice, your gross salary is reduced before NI is calculated — so you save NI contributions too (typically 8% for basic rate taxpayers in 2025/26).
For a globally diversified equity fund, 4–5% real return (after inflation) is a reasonable central assumption over long periods. Use 3% for a cautious projection, 7% for an optimistic one. All figures here are shown in today's money so they're meaningful when you get there.