SIPP Calculator

Calculate your UK Self-Invested Personal Pension growth with tax relief and employer contributions. Plan your retirement with confidence.

SIPP Details

35
65
£500
£50,000
£40,000
3%
20%
7%

Monthly Contributions Breakdown

Your contribution£500/mo
+ Tax relief (20%)£100/mo
+ Employer (3%)£100/mo
Total into SIPP£700/mo

Contribution Split

SIPP Growth to Retirement

Your Pension at Retirement

Total SIPP Pot at 65

£1.26M

25% Tax-Free Lump Sum

£316K

Available at 55+

Annual Pension Income

£38K

From remaining 75% (4% rule)

Tax Relief Included

Automatic 20-45% tax relief calculation based on your tax band.

Employer Contributions

Factor in workplace pension contributions for accurate projections.

25% Tax-Free

See your tax-free lump sum available at retirement (up to 25% of pot).

How to Use

1

Enter Ages

Set current age and target retirement age (minimum 55).

2

Set Contributions

Enter your monthly SIPP contribution and current pot.

3

Add Employer & Salary

Include employer contribution % and annual salary for workplace pensions.

4

View Pension

See final pot, tax-free lump sum, and annual pension income.

The Formula

Total Monthly = Your Contribution + Tax Relief + Employer
Tax Relief20-45% added by HMRC depending on your tax band
EmployerWorkplace pension contribution (typically 3-10%)
25% Lump SumTax-free withdrawal available at 55+
4% RuleSafe withdrawal rate for sustainable income

Frequently Asked Questions

What is a SIPP?

Self-Invested Personal Pension. A flexible pension where YOU choose investments (stocks, funds, bonds). Unlike workplace pensions, SIPPs give you full control. Popular providers: Vanguard, AJ Bell, Hargreaves Lansdown.

How does tax relief work?

Basic rate (20%): Contribute £100, government adds £25, total £125 in SIPP. Higher rate (40%): Contribute £100, get £25 automatic + claim £25 extra via tax return = £150 total. Additional rate (45%): Similar but £175 total.

SIPP vs Workplace Pension?

You can have BOTH! Workplace pension gets employer match (free money). SIPP gives investment control. Best strategy: Max workplace pension first (get all employer match), then top up with SIPP.

When can I access my SIPP?

Minimum age is 55 (rising to 57 in 2028). You can take 25% tax-free lump sum. Remaining 75% is taxed as income when withdrawn. No requirement to buy an annuity — you control withdrawals.

What's the annual allowance?

You can contribute up to £60,000/year (or 100% of earnings, whichever is lower) with tax relief. Includes your contributions + employer + tax relief. Tapered for high earners (£100K+ adjusted income).