Calculate maximum funding levels
There are Revenue limits on the maximum pension that a scheme member can have, which means there's a maximum fund that can be accumulated to reach this target pension. Our maximum funding calculator calculates the maximum contributions that can be paid to allow an employer and employee fund for that pension.
Simply fill in your client's details including any existing pensions and our calculator will do the rest. The illustrative figures are based on the information input. If the information is not correct, the maximum funding position will be incorrect which may result in adverse tax consequences.
The calculator quotes the maximum ordinary and special contribution options. The figures illustrated in the contribution options include all ongoing employer and employee contributions already being paid in respect of this employment.
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Explanatory guide
Read Maximum funding for pensions for more information on the different options on your client's maximum funding illustration.
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Start calculating
Calculate maximum funding options using our Excel based tool.
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This calculator is intended for use by Financial Advisers only and is based on Standard Life's understanding of the operation of the rules and regulations relating to maximum pension funding set out by Revenue. The illustration is provided as a guideline only and does not constitute financial advice.
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Technical Solutions
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