Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Our investment withdrawal calculator is designed to help you see how long your retirement savings will last. Desired retirement income:Current super income: () (p.a., min: 0, max: 0) Also known as super pension drawdown. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. This website does not contain any personal recommendations for a particular course of action, service or product. The value of the other investments you may have Inflation Charges The age at which you start taking benefits Annuity rates when you purchase a pension.
When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. Pension withdrawal tax calculator Thinking about taking some of your defined contribution pension as a lump sum Our calculator will help you understand how much income tax you may have to pay. Use our savings calculator to work out the interest and future value of your savings, IRA, ISA, bond or investment.
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