Final Salary Transfer Value Calculator

This calculator gives you an estimate of what transfer value you might get offered based on your deferred pension, the income you could receive and the residual pension fund values that would likely be available to pass onto beneficiaries.

A deferred pension is one you are entitled to at retirement, or from a previous employer. But it must be before you have either taken the cash sum, or started the pension. If you are already receiving a final salary pension you can’t get a transfer value.

What does the calculator show?

The first calculation gives you an estimate of what transfer value you might get offered based on your deferred pension. 

The second calculation shows both the income you could receive and the residual pension fund values that would likely be available to pass onto beneficiaries. These are based on specific ages for handing over the pension and assumed rates of return.

Please click here to find out how to use this calculator, what it tells you and the assumptions it makes

How much is your annual pension income going to be (in today's money)?

£

When is it due to start?

 

Your pension transfer value is likely to be...

£

...and in the range:

£ to £

If I transfer my pension out of the final salary scheme, what might my fund be worth to my children or grandchildren?

If you know your actual transfer value, please enter it here - otherwise leave blank, and the transfer value above will be used

£

years

 

Figures rounded to nearest 1,000

Income paid

Residual fund

If I take the same pension income

£
  (over years)

£
  (lasts to age )

If I take 25% less pension income

£
  (over years)

£
  (lasts to age )

If I delay my pension by 5 years

£
  (over years)

£
  (lasts to age )

Tideway Investment Partners LLP
is authorised and regulated by the
Financial Conduct Authority.
FCA number 496214.

Contact
Tideway Investment Partners LLP
83 Victoria Street
London SW1H 0HW
LLP No. OC343430
Tel. +44 (0)20 3178 5982
info@tidewayinvestment.co.uk