Pension & Retirement Planner 2026/27 (£) — pots, Annual Allowance, State Pension
Will your pensions plus the State Pension pay for the life you want? Project your pot, tax-free lump sum (capped at £268,275), State Pension by NI years, the income gap and the exact monthly top-up to close it. Pots register and carry-forward tracker included. Format: Excel / Google Sheets / Numbers (.xlsx). Instant download after payment — open, edit and send on.
Opens with
Microsoft Excel · Google Sheets · Apple Numbers · LibreOffice
- Fill in, edit and save as your own — add your name, logo and details
- Email or share it with customers, staff, your accountant or family — unlimited personal / single-business use
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