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Pension & FIRE Calculator

Project your pension growth, estimate your state pension, and calculate when you could reach financial independence. Includes tax-free lump sum and drawdown modelling.

Your Pension
£
£
£
Total annual contribution: £3,600
Retirement Goals & Assumptions
£
%
%
%

Projected pot at retirement

£209,059

In today's money

Monthly retirement income

£2,085

£1,087 pension + £998 state

FIRE number

£750,000

Not on track at current rate

Pot lasts until age

Indefinitely

Growth exceeds withdrawals

Pension Pot Breakdown
Current pot
£10,000
Contributions over 37 years
£133,200
Investment growth
£291,786
Projected pot (nominal)
£434,986
In today's money
£209,059
Tax-free lump sum (25%)
£108,746
Remaining for drawdown
£326,239
Retirement Income
Pension drawdown (annual)
£13,050
Pension drawdown (monthly)
£1,087
State pension (annual)
£11,973
State pension (weekly)

Based on 35 qualifying years

£230.25
Total monthly income
£2,085
Monthly shortfall
-£415
Pension Pot Projection

Values shown in today's money (adjusted for 2% inflation)

Smart Tips

You may not reach your FIRE target by retirement

Your projected pot (in today's money) is £209,059, but your FIRE number is £750,000. Consider increasing contributions, reducing retirement expenses, or extending your working years.

MoneyHelper: How long will my pension pot last? (opens in new tab)

Monthly income shortfall of £415

Your combined retirement income (pension drawdown + state pension) of £2,085/month falls short of your desired £2,500/month. Increasing contributions now can close this gap through compound growth.

You could take £108,746 tax-free

You can take 25% of your pension pot as a tax-free lump sum from age 55 (57 from 2028). The rest is taxed as income when you withdraw it.

GOV.UK: Pension tax rules (opens in new tab)

Your pension gets tax relief from the government

Basic rate taxpayers get 20% tax relief automatically — a £100 contribution only costs you £80. Higher rate taxpayers can claim an additional 20% via self-assessment, making the effective cost just £60 per £100 contributed.

GOV.UK: Pension tax relief (opens in new tab)