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CHANGE PARAMETERS IN BLUE ONLY
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Date Of Birth01/06/1977Current Year202601/12/1975
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Current pension pot size£750,000Current Age49.0801/06/1977
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Annual contributions£60,000Pension Access Age57
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Planned years of contribution (<70)
6Years Until Pension Access7.92
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Estimated Annual Growth14.00%Current LTA£1,073,000
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Esimated Annual Inflation3.00%
Remaining Years of LTA Freeze
74
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LTA at Pension Access Age
£1,073,000
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Estimated Real Growth Rate11.00%
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Pension Access At 55 cutoff:5/4/1970
Growth of Current Pot at Pension Age
£2,116,20676.27%
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Pension Access At 57 cutoff:5/4/1978
Growth of additional Contributions
£658,33823.73%
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Total Pension Pot at Pension Age
£2,774,544
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LTA Frozen Until:2100
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Percentage of LTA filled258.58%
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Over LTA£1,701,544
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TFLS available£268,250
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Optimal Withdrawal£67,026
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Withdrawal£67,026
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Initial WR2.42%
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Tax Free£16,757
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Taxable£50,270
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Tax Code1257L
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Income Tax£7,540
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Effective Tax Rate11.25%
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Tax Home£59,486
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£4,957
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