Pension Calculator

Answer 5 key questions that will help us to establish the level of risk that you are comfortable with

At Principle First we want to help you set out an investment strategy that you are comfortable with. By carefully thinking about and answering the following 5 questions, we can broadly define your attitude to risk. It's a vital first step to helping you make the investment choices that are right for you.

I would feel comfortable if my investments could easily rise and fall by a quarter (25%) or more in a year.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

If my investments fell significantly in value I might see this as an opportunity to buy more at cheaper prices.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

I would not feel comfortable if my investments could fall in value at all.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

I prefer the security of bank accounts to stock market related investments.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

I can sleep at night knowing that my investments might rise and fall quite rapidly in the short term.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

Calculate

Re do profiler

What's the next step I should take?

The next step is simple, fill in the form below and we will take it from here. We will be in contact and help you develop your investment plan

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Enjoy the retirement that you deserve!

Maybe you haven't started a pension yet or maybe you have a plan in place, but you're not quite sure if it will be sufficient to meet your needs?

Use the calculator below to help work out some basic numbers. When you get the results, submit your query and we can help you work out a strategy that is best suited for you
  Pensions
Calculate

To achieve your target pension income of £xxxxx
- you may require a pension fund valued at £xxxxx.

Assuming growth of 7% in the years up to retirement:
- your current pension fund could equal £xxxxxx
- requiring an additional £xxxxx to reach your goal

Your target could be achieved with monthly contributions of:
£xxxxxx or £xxxx plus tax relief @ 20%

Submit your details for free financial advice, as the first step to achieving your goals

Why not Complete an online Risk Profiler
Submit

Principle First's OnePlan Portfolios

Build your pension by investing through one of Principle First's OnePlan Portfolios; managed portfolios of funds, offering investors a ready-made and broadly diversified portfolio, designed to maximise growth and control risk in accordance with each investor's specific risk profile.

Aggressive Moderately Agressive Balanced Cautious Defensive Very Defensive
portfolio
OnePlan Aggressive Pension Portfolio
 Factsheet
Top 5 Funds Last updated 20 October 2011 00.00
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
First State... Global Emerging... 4 1 3
Aberdeen Unit... Emerging Markets... 1 1 3
Standard Life... UK Smaller... 1 1 3
Fidelity (FIL... South East... 1 1 3
Threadneedle... American - Jan 95 1 1 3
1 year performance
blue -3.27% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 95.61% blue  This Portfolio
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 18.05, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Moderately Agressive Pension Portfolio
 Factsheet
Top 5 Funds Last updated 20 October 2011 00.00
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Standard Life... UK Smaller... 1 1 3
Legal & General... UK Alpha - May 05 1 1 3
Threadneedle... European Smaller... 1 1 3
M&G UK Corporate Bond... 1 1 3
Fidelity (FIL... South East... 1 1 3
1 year performance
blue 1.52% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 58.63% blue  This Portfolio
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 13.11, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Balanced Pension Portfolio
 Factsheet
Top 5 Funds Last updated 20 October 2011 00.00
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
M&G UK Corporate Bond... 1 1 3
Standard Life... UK Smaller... 1 1 3
Legal & General... UK Alpha - May 05 1 1 3
Threadneedle... American - Jan 95 1 1 3
Premier Asset... UK Money Market... 1 1 3
1 year performance
blue 3.25% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 50.28% blue  This Portfolio
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 9.84, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Cautious Pension Portfolio
 Factsheet
Top 5 Funds Last updated 20 October 2011 00.00
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Standard Life... UK Smaller... 1 1 3
M&G UK Corporate Bond... 1 1 3
M&G UK Strategic Corporate... 2 1 3
Premier Asset... UK Money Market... 1 1 3
Scottish Wid... Global Real... 2 1 2
1 year performance
blue 2.79% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 41.47% blue  This Portfolio
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 7.01, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Defensive Pension Portfolio
 Factsheet
Top 5 Funds Last updated 20 October 2011 00.00
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Scottish Wid... Global Real... 2 1 2
M&G UK Corporate Bond... 1 1 3
M&G UK Strategic Corporate... 2 1 3
M&G UK Gilt & Fixed... 3 2 2
Old Mutual... Global Strategic... 1 1 3
1 year performance
blue 4.09% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 31.98% blue  This Portfolio
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 4.41, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Very Defensive Pension Portfolio
 Factsheet
Top 5 Funds Last updated 20 October 2011 00.00
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Premier Asset... UK Money Market... 1 1 3
Aberdeen Unit... Cash - Aug 90 2 2 3
M&G UK Gilt & Fixed... 3 2 2
Scottish Wid... Global Real... 2 1 2
1 year performance
blue 1.69% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 6.49% blue  This Portfolio
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 0.82, FTSE All Share - Dec 85 17.78
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