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Tools and calculators Pension calculations made easy

We’ve teamed up with our colleagues at Dunstan Thomas to create a range of tools and calculators to help make pension calculations easier for you and your clients.

Annual Allowance

This calculator will help you work out your client’s annual allowance, including any available carry forward. You’ll need details of your client’s pension savings (including defined benefit accrual) going back at least three tax years, as well as their tapered annual allowance amounts if applicable.

  • Use the Annual Allowance Calculator
  • Salary Sacrifice

    This tool will show you the effect on a client’s take-home pay if they give up part of their salary in exchange for a pension contribution. You can edit the client’s personal allowance, confirm where they are in the UK for tax purposes, and specify whether employer National Insurance savings will be passed to the client.

  • Use the Salary Sacrifice Calculator
  • Profit Extractor

    We spotted a minor issue with the way the calculator works in a very specific set of circumstances. As a result we have removed it whilst we correct the calculations. We will have it back online soon and apologise for any inconvenience.

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    This website is aimed at professional advisers and firms rather than consumers. We do not offer advice on - or judge the suitability of – SIPPs or their investments. If you are a consumer interested in a SIPP you should seek the advice of a financial adviser.
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    • Please note: When creating a User ID, please do not use your email address as your User ID as this must be limited to 30 characters maximum.

    • Please note: New registrations for portal access for Advisers will take up to 1 working day to process and you will receive confirmation once your account has been activated. Please do not try and log in before your confirmation is received.

    • Advisers and Clients with previous Suffolk Life portal access should now log in to the Your Future SIPP or Suffolk Life portal. If this is the first time you have logged in to Your Future SIPP portal, simply login with your Suffolk Life details and for security reasons you will be prompted to change your password for future access.

    • Clients with no portal access please contact SIPP Support via phone 01473 296 969 or email sippsupportteam@curtisbanks.co.uk to request an account.

    • Curtis Banks users who have Curtis Banks SIPP or SSAS should continue to log in via the Curtis Banks portal. For any questions regarding Curtis Banks portal access please click here to contact the relevant team.
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