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Workplace Pension

Employer-sponsored pension with automatic enrollment and valuable employer contributions.

8%

Minimum contribution

5% employer + 3% you

Age 55

Access age

Rising to 57 in 2028

20%

Tax relief

Higher earners get more

How It Works

Automatic enrollment means your employer must provide a pension. Both you and your employer contribute, and you get tax relief automatically.

Example: £30,000 Salary

Your contribution (5%)£1,188/year
After tax relief£950 actual cost
Employer adds (3%)£713/year
Total in pension£1,901

Types of Workplace Pension

Defined Contribution (DC)

Most common type today

  • • Pot depends on contributions
  • • Investment performance matters
  • • You bear investment risk
  • • Flexible at retirement

Defined Benefit (DB)

Less common, very valuable

  • • Guaranteed income for life
  • • Based on salary & service
  • • Employer bears risk
  • • Usually public sector

Investment Strategies

Conservative

Lower risk, stable returns

• 60-70% bonds

• 20-30% stocks

• Expected: 3-5% yearly

Balanced

Moderate risk & growth

• 50-60% stocks

• 30-40% bonds

• Expected: 5-7% yearly

Growth

Higher risk, max growth

• 80-90% stocks

• 10-15% bonds

• Expected: 7-10% yearly

Lifestyling

Auto risk reduction

• Starts aggressive

• Becomes conservative

• Most common default

Understanding Your Pension

1

Employer Match

Employers typically match contributions up to a certain percentage

2

Contribution Increases

Contributions can be increased when salary increases

3

Investment Review

Investment strategies can be reviewed and adjusted over time

4

Pension Consolidation

Multiple pensions can be combined for easier management

Calculate Your Pension Potential

Use our retirement planner to see how your workplace pension contributions could grow over time.

Disclaimer: Past performance doesn't guarantee future results. 7% is a historical average - actual returns vary. Investments can go down as well as up. For educational purposes only, not financial advice.

💡 Showing example calculation with default values. Enter your personal details below and click "Calculate My Monthly Target" to see your personalized retirement plan.

Your target retirement fund

Your current pension/savings

Typical: 7-8% for stocks, 4-5% for bonds

Enter your details and

click Calculate to see your results

Workplace Pension Questions?

Contact us for information about workplace pension contributions and investment options.