Hargreaves Lansdown

Carry forward and annual allowance
calculator

If you're a high earner, this tax year you could contribute up to £190,000 to your pension and receive up to £85,500 tax relief by using the pension carry forward rule. How much could you contribute?

Carry forward calculator

This carry forward and annual allowance calculator helps you work it out, but other limits apply. You only need this calculator if:

  1. You wish to use carry forward to contribute more than the annual allowance, currently £40,000, or
  2. You and/or your employer have contributed more than one year's annual allowance across two tax years, or
  3. You have been a member of a defined benefit pension.

Carry Forward & Annual Allowance Factsheet
Make sure you read the Carry Forward & Annual Allowance Factsheet first to get the facts.

This calculator assumes the Vantage SIPP is the ONLY pension to which you or your employer have contributed since April 2009. If this is incorrect please click here.
How much have you contributed? Include: gross personal and employer contributions 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
.
Tax year Pension member? Pension contribution
2015/2016
2014/2015
2013/2014
2012/2013
2011/2012
2010/2011

Did you have a pension input period that started before 14 October 2010 and ended in the 2011/2012 tax year?

Yes No

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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