Finance calculators

Pension Drawdown Calculator

Updated Jul 16, 2026 By Jehan Wadia
Rate Formulas
About You & Your Pension

I was born on , which makes me 50 years old today.

My gender is Gender is used only to set a default life expectancy from ONS UK cohort data. You can override it below.

I currently have £ saved in my pension, and I pay in £ each month before I retire.

I plan to retire at age , and I'd like a gross (pre-tax) income of £ per month in retirement.

Tax-Free Cash (PCLS)
The Pension Commencement Lump Sum lets you take up to 25% of your pot tax-free at retirement. The rest stays invested for drawdown.
Based on your current fund, that is about £62,500 today. The figure used in the results is calculated on your fund value at retirement.
Investment Assumptions
Investment approach (sets the central growth rate)
Low/High scenarios use this ±2%.
The yearly cost of managing your pension, deducted from the growth rate.
Applied to your income withdrawals each year.
Defaulted from ONS data by gender. Override if you wish.
Reset assumptions to default

Income shown as
Fund values shown as Nominal = future pounds. Real = today's buying power (discounted by inflation).
Well funded
Fund Exhausted At (Mid growth)
Age 83
Under your required income
Max Sustainable Income (Mid)
£2,150 /mo
Lasts exactly to life expectancy (today's money)
Extra Contribution To Meet Goal
£0 /mo
On top of your current contributions
Fund Trajectory — Accumulation & Drawdown
Show or hide chart lines

Show year-by-year data table (accessible view)
Age Phase Low Mid High Cumulative Withdrawn
Tax-Free Lump Sum Summary
Fund value at retirement (Mid)£0
Tax-free lump sum (PCLS)£0
Remaining invested drawdown pot£0
Your drawdown income is taken from the remaining invested pot shown above.
Life Expectancy
Estimated life expectancyAge 86
Approximate calendar year
A statistical average from ONS data — an estimate, not a guarantee. State Pension is not included in this tool.
Drawdown vs. Annuity
Drawdown keeps your pot invested and flexible but can run out. An annuity swaps the pot for a guaranteed income for life, but is fixed and less flexible.
Flexible Drawdown
Your target income£0 /mo
Flexible & inheritable, but not guaranteed to last.
Illustrative Annuity
Guaranteed income (4.5% rate)£0 /mo
Illustrative only, not a quote. Guaranteed for life.
Step-by-Step Solution (Mid growth scenario)

Introduction

A pension drawdown lets you take money from your pension pot while the rest stays invested. Unlike an annuity, you choose how much to withdraw and when. This gives you more control, but it also means your money could run out if you take too much too fast.

This pension drawdown calculator helps you see how long your pension pot might last in retirement. Enter your age, pension savings, and the income you want each month. The tool then projects your fund value under three growth scenarios — low, mid, and high — so you can plan with more confidence.

You can also adjust the tax-free lump sum you take at retirement, set your own inflation and growth rates, and compare drawdown income to an illustrative annuity. The results include a year-by-year breakdown, a clear chart, and a step-by-step explanation of every calculation.

How to Use Our Pension Drawdown Calculator

Enter a few details about your age, pension savings, and retirement plans. The calculator will show you how long your pension pot could last, the most income you can safely take each month, and whether you are on track to meet your goals.

Date of birth: Enter the date you were born. This tells the calculator your current age and how many years you have until retirement.

Gender: Pick your gender. This is only used to set a starting life expectancy based on UK national data. You can change the life expectancy number later if you want.

Current pension fund value: Type in the total amount you have saved in your pension today.

Monthly contribution: Enter how much money you pay into your pension each month before you retire.

Planned retirement age: Choose the age you want to stop working and start taking money from your pension.

Required gross monthly income: Enter how much money you want to take from your pension each month in retirement, before tax.

Tax-free lump sum (PCLS): Use the slider to choose what percentage of your pension pot you want to take as a tax-free cash lump sum at retirement. You can take up to 25%.

Investment approach: Pick Cautious, Moderate, or Adventurous. This sets how fast your investments are expected to grow each year. A higher growth rate means more risk.

Central growth rate: Use the slider to fine-tune the yearly growth rate of your investments if you want a custom value.

Annual fund charge: Set the yearly fee your pension provider takes from your fund. This is subtracted from the growth rate. You can use our expense ratio calculator to understand how fund charges affect your returns over time.

Inflation rate: Set how much prices are expected to rise each year. Your income withdrawals will go up by this amount each year to keep up with the cost of living.

Life expectancy: Enter the age you expect to live to. The calculator uses UK data to set a default, but you can type in any age you like.

Once you have filled in your details, press the Calculate button to see your results, including a chart of your fund over time, a comparison with annuity income, and a step-by-step breakdown of the maths.

What Is Pension Drawdown?

Pension drawdown is a way to take money from your pension pot after you retire. Instead of buying a fixed income for life (called an annuity), you keep your money invested and pull out what you need each month or year. Your pot can keep growing through compound interest while you spend from it, but it can also shrink or run out if you take too much or if investments perform poorly.

How Does This Pension Drawdown Calculator Work?

This calculator shows how long your pension pot could last based on your age, savings, monthly contributions, and the income you want in retirement. It builds three scenarios — low, mid, and high investment growth — so you can see a range of possible outcomes. It also factors in inflation, fund charges, and your tax-free lump sum (called PCLS), which lets you take up to 25% of your pot tax-free when you retire.

Key Things to Know About Pension Drawdown

You can usually start drawdown from age 55 (rising to 57 from 2028). There is no set amount you must take each year, which gives you flexibility. However, taking too much too early is the biggest risk. If your withdrawals and poor market returns drain your pot, you could be left with no private pension income later in life. Tools like the 4% rule calculator can help you think about sustainable withdrawal rates.

Your withdrawals above the tax-free portion are taxed as income. This calculator shows gross (before tax) figures, so your take-home pay will be lower. The State Pension is not included in these projections either — it would be paid on top of any drawdown income you receive.

The growth rates, inflation, and charges used here are assumptions, not guarantees. Real investment returns change every year. You should review your drawdown plan regularly and consider speaking to a qualified financial adviser before making decisions about your retirement savings. For broader retirement planning, you may also want to explore tools like our FIRE calculator or savings calculator to see how your overall financial picture fits together.


Formulas used

Net monthly growth rate (growth minus charges)
r = \frac{g - c}{12}
Fund value at retirement (accumulation with monthly contributions)
F_{\text{ret}} = F_0 (1+r)^{n} + C \cdot \frac{(1+r)^{n} - 1}{r}
Tax-free lump sum (PCLS) and remaining invested pot
\text{PCLS} = F_{\text{ret}} \times \frac{p}{100}, \quad \text{Pot} = F_{\text{ret}} - \text{PCLS}
Monthly drawdown balance with inflation-adjusted withdrawals
F_k = F_{k-1}(1+r) - W(1+i)^{\lfloor (k-1)/12 \rfloor}
Maximum sustainable monthly income to life expectancy
\max \; W \quad \text{s.t.} \quad F_k \ge 0 \;\; \forall \; k \le 12(L - R)
Illustrative annuity income (monthly)
A = \frac{\text{Pot} \times 0.045}{12}
Real (today's money) value adjustment
V_{\text{real}} = \frac{V_{\text{nominal}}}{(1+i)^{\,t}}

Frequently asked questions

What is the tax-free lump sum (PCLS) and how much can I take?

PCLS stands for Pension Commencement Lump Sum. It is the portion of your pension pot you can take as cash without paying tax when you retire. You can take up to 25% of your pot. The rest stays invested and is used to provide your drawdown income. This calculator lets you set any percentage from 0% to 25% using the slider.

Does this calculator include the State Pension?

No. This calculator only projects your private pension pot. The State Pension is paid separately by the government on top of any drawdown income. You should add your expected State Pension to the results when planning your total retirement income.

What do the low, mid, and high growth scenarios mean?

The calculator runs three projections at once. The mid scenario uses the growth rate you set. The low scenario uses a rate 2% lower, and the high scenario uses a rate 2% higher. This gives you a range of outcomes so you can see what happens if investments do better or worse than expected.

Are the results shown before or after tax?

All income figures in this calculator are gross, which means before tax. You will pay income tax on your drawdown withdrawals (except the tax-free lump sum). Your actual take-home amount will be less than what is shown here.

What does the maximum sustainable income figure mean?

This is the highest monthly income you could take from your pension pot so that it lasts exactly to your life expectancy under the mid growth scenario. If you take more than this amount, your money is projected to run out before you reach that age.

What is the difference between nominal and real values?

Nominal values show future pounds as they will be at that time. Real values adjust for inflation so they show the buying power in today's money. For example, £100,000 in 20 years might only buy what £60,000 buys today. The real view helps you understand what your future fund is actually worth.

Why does my income go up each year in the projection?

The calculator increases your withdrawals by the inflation rate each year. This is because the cost of living rises over time. If you took the same cash amount every year, it would buy less and less as prices go up. The inflation adjustment keeps your spending power roughly the same.

What is the annual fund charge?

The annual fund charge is the yearly fee your pension provider takes for managing your investments. It is subtracted from the growth rate. For example, if your investments grow at 5% per year and the charge is 0.75%, your net growth is 4.25%. Even small charges add up over decades, so it is worth knowing your exact fee.

What does the traffic light indicator mean?

The traffic light gives a quick summary of your plan. Green means your pot is projected to last to your life expectancy or beyond. Amber means it runs out close to your life expectancy. Red means it runs out more than five years before your life expectancy, which is a significant risk.

How is the illustrative annuity income calculated?

The calculator multiplies your invested pot (after the tax-free lump sum) by a 4.5% annuity rate and divides by 12 to give a monthly figure. This is a rough illustration only, not a real quote. Actual annuity rates change daily and depend on your age, health, and the type of annuity you choose.

Can my pension pot actually run out to zero?

Yes. With drawdown, your pot can run out completely. This happens when your withdrawals plus charges take out more money than investment growth puts in. If your pot reaches zero, you will have no further private pension income. That is why planning your withdrawal rate carefully is important.

What age can I start pension drawdown?

You can currently start drawdown from age 55. This minimum age is set to rise to 57 from 2028. The calculator lets you pick any retirement age from 55 to 80.

How accurate are the growth rate assumptions?

The growth rates used here are assumptions, not guarantees. Real investment returns go up and down every year and are never a fixed number. The three scenarios give you a range to plan around, but actual results will differ. You should review your plan regularly and adjust as needed.

What does the extra contribution figure tell me?

If your target income is not sustainable to your life expectancy, the calculator works out how much extra you would need to save each month before retirement to close the gap. If you are already on track, it will show zero. If the gap is too large to fix with contributions alone, it will tell you to consider a lower income target or later retirement.

How is life expectancy set in the calculator?

The calculator uses average UK life expectancy data from the Office for National Statistics (ONS). It sets a default based on the gender you select — 86 for men, 88 for women, and 87 if you prefer not to say. You can change this number to any age between 55 and 100 if you want to plan for a longer or shorter life.

Should I pick drawdown or an annuity?

It depends on your situation. Drawdown is flexible and lets you change how much you take. Your pot can also be passed on to family. But it can run out. An annuity gives you a guaranteed income for life with no risk of running out, but you give up access to your pot and the income is usually fixed. Many people use a mix of both. A financial adviser can help you decide.

Does the calculator account for investment losses?

The low growth scenario shows what happens when returns are weaker, but the calculator uses a steady rate each year. In real life, markets can drop sharply in some years and recover in others. A big drop early in retirement is especially harmful because you are withdrawing money at the same time. This is called sequence of returns risk and is not fully captured by a fixed-rate model.

Can I save or print my results?

Yes. Click the Print / Save PDF button below the calculator inputs. This opens your browser's print window where you can print the results or save them as a PDF file. The input controls are hidden automatically so only the results are printed.