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My Pension

Online tools

This page is home to all of our current tools available for you to use. Please click the links below to find out what the tool does and be redirected. 

If you have any questions about any of these tools, you can contact us and we'll be happy to help. 

How to trace your pension

This online tool is designed to help you find out whether you have a lost pension and how to trace it.

It asks you a number of questions to give you hints and tips about how you can find your lost pension. This tool is a rough guide and should be used as a starting point for locating lost pension benefits.

If you need some more help trying to track down your pension, please read our dedicated pages for more information or contact our team direct.

Click here to begin

 

Annuity planner

This online annuity planner will give you general information and guidance and help you with the decision-making process for converting your pension fund into income.  It is not a calculator, nor will it provide financial advice.

At the end of this annuity planner, you will have the opportunity to access comparative tables provided by the Money Advice Service (MAS). These tables provide a list of providers and incomes available.

Click here to begin

 

How long will my pension need to last?

People are living longer. On average, people aged 55 today will live to their mid-to-late 80s. Around 1 in 10 men and 1 in 5 women this age will live to 100 – and receive their telegram from The Monarch.

Being more informed about how much longer you potentially have to live is no bad thing, especially when it comes to financial planning. 

Enter your details in to the Office for National Statistics calculator and find out your life expectancy, your chance of living to 100… and how long you’ll likely need to make your pension pot last.

 

Identify a scam and protect your pension

This online tool will help you to identify a pension scam. The fact that you have clicked through to use this tool may suggest that you already have some doubts about the information and advice you may have received or the arrangement that you're invested in. This tool will give you some guidance on identifying a potentially bad pension investment and help you to recognise the signs of a scam. It will also provide you with some next steps based on your answers.

This tool cannot give definitive answers and does not give regulated financial advice.

Click here to begin

 

Tax relief calculator

When paying into your pension you receive tax relief, subject to certain limits, on the contributions you make. This tax relief tool shows how tax relief can boost your contributions.

The tool is a guide only and applicable if your contributions are paid directly to your pension provider.  Your pension provider will add 20% tax relief automatically to your contribution.  For example, a contribution of £100 will only cost you £80.  If you are a higher rate tax payer you can claim additional tax relief via a self-assessment.

It doesn't cover how tax relief works if your contributions are taken from your pay before income tax is deducted.  If your contributions are paid this way, you get tax relief automatically.

The tool does not confirm if you are eligible to get tax relief on your pension contributions.  

Click here to begin

 

Frequently asked...

Where can I find out more?

If you need more information, please contact us. A pension specialist from our team will be happy to help with whatever pensions-related question you have. Our help is always free.

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