Advanced calculator ^Beta

DB Pension vs Commuted Value Calculator ^Beta

How to use this calculator: Use this calculator to compare a lifetime defined benefit pension with a user-entered commuted value offer. It does not calculate the official commuted value itself. Enter the pension amounts, commuted value offered by the pension administrator, life expectancy assumptions, tax assumptions, indexation assumptions, bridge benefit assumptions if applicable, and return assumptions to compare income scenarios and stress-test major tradeoffs. This detailed calculator has wide tables and multiple assumptions, so a computer or larger screen provides the clearest experience. After calculating, you can use Print / Save as PDF or share the calculator link.