Calculators
These calculators use Microsoft Excel. If you do not have Excel, or your system does not allow you to download the calculators, ask your pensions administrator helpline to do the calculation for you.
Added Pension
Added pension calculator classic [XLS 85KB]
Added pension calculator classic plus or premium [XLS 85KB]
Added pension calculator nuvos [XLS 85KB]
For further information, check the added pension section.
Partial retirement
Note: You will need a recent benefit statement and your pensionable earnings in your current and planned reshaped job to complete the calculator.
This calculator is designed to help you understand the possible effect of partial retirement on your income during your transition to retirement and also on your final pension.
Partial retirement calculator [XLS 90KB]
For further information, check the partial retirement section.
partnership pension account
This ready reckoner will show you how much money will go into your partnership pension account depending on your age, pensionable earnings and contribution levels.
This includes:
- your contribution, if you choose to make one,
- tax relief on your contribution,
- your employer's age-related contribution and
- your employer's contribution to match yours (up to 3%).
partnership ready reckoner [XLS 16KB]
For further information, check the partnership pension account section.
Tax free lump sum
Note: You will need a recent benefit statement or estimate to complete the calculator.
The maximum tax free lump sum for members of classic, classic plus and premium will be increased for anyone leaving on or after 1 October 2007. We have produced a calculator which shows the maximum lump sum you can take, based on a given amount of pension and the effect that taking a lump sum would have on your remaining pension.
Note: These amounts only apply if you are leaving or taking your pension from 1 October 2007 onward.
Lump sum calculator [XLS]
For further information, check the age retirement section for your scheme:
classic
classic plus
premium
