Quick calcDB Pension Input AmountSandbox · no client

The 16× factor, no full file.

Opening and closing pension benefits from the scheme statement. Capital values and PIA via PTM053100's 16× factor — for the back-of-envelope check before you open a case.

— Inputs · 5

From the scheme statement.

Tax year

Pension Input Period the statement covers.

Opening annual pension

Accrued annual pension at the start of the PIP (typically 6 April).

Opening lump sum (commutation entitlement)

Separately-accrued lump sum at the start of the PIP. 0 if none.

Closing annual pension

Accrued annual pension at the end of the PIP (typically 5 April following).

Closing lump sum (commutation entitlement)

Separately-accrued lump sum at the end of the PIP. 0 if none.

PTM053100 capital valuation factor: 16. For full Annual Allowance + carry-forward, sign in and open a pension case.

For planning and illustration purposes only · This tool does not constitute financial or tax advice.