Acorn Financial Planners Ltd

Independent Financial Planners

tel: 0800 9701795

 
       
     
 

Pension Calculators

 
     
     
  Personal Pension Calculator  
  The personal pension calculator is a tool to help you calculate how much income you might receive at retirement, based upon the amounts saved during your working life.  
  Launch the calculator  
     
     
  Advanced Pension Auditor  
  The Advanced Pension Auditor takes into account not only your current pension provision, but also previous pension arrangements PLUS your current income to analyse whether your pension funding is on track or not - and whether the cost of making up any shortfall is affordable.  
  Launch the calculator  
     
     
  Pension Fund Withdrawal  
  The purpose of this calculator is work out:The maximum income that you could take from a pension fund withdrawal plan, based upon relevant factors, such as your age, gender and the current Gilt Index Yield. The are two main options within the calculator:
  • Calculate Income Withdrawals from a given pension fund value(s)
  • Work out limits from known GAD factors
 
  Launch the calculator  
     
     
  Personal Pension vs Self-Invested Personal Pension (SIPP) Charges Calculator  
  The purpose of this calculator is work out:
  • The differences between charges under these contracts, based upon different options and timescales.
 
  Launch the calculator  
     
     
  'A-Day' Pension Simplification Lifetime Allowance Calculator  
 

Since April 2006, significant changes to the tax treatment of pension schemes have come into effect in the United Kingdom. Whilst most of the changes will benefit the majority of people, for a significant number of people, especially those with existing large pension funds, it is likely to be anything but simple.

 
  Launch the calculator  
     
     
  Self-Invested Personal Pension (SIPP) Property Purchase Calculator  
  The purpose of this calculator is work out:
  • The maximum purchase price of a property via a Self-Invested Personal Pension, based upon the current value of your pension fund(s), on the new post 06/04/2006 pension rules.
  • In conjunction with (a), the maximum loan that can be raised via the pension plan in order to fund the property purchase.
 
  Launch the calculator  
   
   
 
     

Acorn Financial Planners Limited. Registered in England No:3839659. Registered Office: 1-3 The Mall, Ambrose Lloyd Centre, Mold, Flintshire, CH7 1NR.

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