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Calculator Retirement · No. 08

Pension tax relief

What a monthly contribution really costs you after tax relief — and what lands in the pot with an employer match.

Your data
Stays in your browser
Method
Stated in full — § 04
Companion guide
Pensions explained
Status
Illustration — not a recommendation
Inputs Your numbers § 01
Result Under these assumptions § 02

Explanation What the number means § 03

Relief at source: your provider adds basic-rate relief automatically, so £80 becomes £100 in the pot.

Relief at source: your provider adds basic-rate relief automatically, so £80 becomes £100 in the pot. Higher and additional-rate taxpayers reclaim the extra through self-assessment or a tax code adjustment — it comes back to you, not into the pot, unless you choose to add it.

The employer contribution is the part most people under-value. It is not taxed on the way in and does not come out of your pay.

Assumptions Method, stated in full § 04

Formula

gross = net ÷ 0.8; reclaim = gross × (rate − 20%); cost = net − reclaim

Invested = gross + employer contribution. Chart is cumulative, before growth.

  1. 01Relief-at-source scheme. Net-pay and salary-sacrifice schemes work differently.
  2. 02Higher-rate relief assumes you reclaim it and that your income sits fully in that band.
  3. 03No growth is modelled — this isolates the relief effect.
  4. 04Annual allowance and tapering are ignored.
Sensitivity What changing one variable does § 05

Holding everything else at your inputs

Each row changes one variable and shows the result. It illustrates which assumptions the answer is most sensitive to — it does not suggest which to choose.

VariableChanged toRelief + match per yearvs your result

Reminder: this tool is general education. It doesn't know your circumstances and isn't a personal recommendation or tax advice. For decisions, consult an FCA-authorised adviser — our toolkit shows how to find one.