The Metal Box Pension Scheme

Modeller

Using the pension modeller

  • Helps you forecast how much pension and tax-free cash you may receive at your chosen retirement age.
  • Models the impact on your pension of different retirement ages and investment returns.

All modeller results are shown in today’s terms.


The actual amount of pension you receive at retirement may be higher or lower than the figures shown by the pension modeller, as it will depend on many factors. These include:

  • the Scheme’s factors used to calculate benefits that are in force when you retire (which are reviewed and revised from time to time).
  • The actual performance of any DC switchback savings (ringfenced AVCs).






WHERE CAN I GET ADDITIONAL HELP WITH MY RETIREMENT PLANNING?

After testing a few scenarios with the modeller and likely outcomes for your retirement benefits, you may want to take advice on your retirement planning.

The modeller is designed to be a long-term financial planning tool. So, if you are planning on retiring within the next 12 months, the modeller may not be suitable for working out your final benefits. For a more accurate figure, you should contact Equiniti.

The Trustee also advises contacting Equiniti for a quote on your pension benefits before handing in your notice to check on your benefits.

You may find it helpful to consult with an independent financial adviser. You can find an IFA in your area at Unbiased or Money Advice Service directory.

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