Hargreaves Lansdown

Carry forward and annual allowance
calculator

If you're a high earner you might be able to contribute £180,000 to your pension and receive up to £81,000 tax relief by using the pension carry forward rule. How much might you be able to contribute?

Carry forward calculator

This carry forward and annual allowance calculator helps you work it out, but other limits apply. Make sure you read the Carry Forward & Annual Allowance Factsheet first to get the facts. If you are unsure of the suitability of an investment for your circumstances, please seek advice. Correct at 8 February 2016.

Important: the chancellor will make an announcement about pension contribution rules and tax relief on 16 March 2016. Carry forward might be affected and tax relief could be replaced with a single flat rate for everyone. It is possible changes could be made with immediate effect.


How much have you contributed? Include: gross personal and employer contributions already made and the value of benefits built up in final salary schemes.

Contributions made in one year could count towards next year's annual allowance. If unsure, contact your pension administrator
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Did you have a pension input period that started before 14 October 2010 and ended in the 2011/2012 tax year?

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Please confirm the total pension contributions (including benefits built up in a final salary scheme) made between the start of the 2011/12 pension input period and 13 October 2010.

Please confirm the total pension contributions (including benefits built up in a final salary scheme) made between 14 October 2010 and the end of the 2011/12 pension input period.

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