Your interactive annual pension statement
Your interactive annual pension statement
Hi Alex. I'm your personal assistant and I can help you better understand the details of your workplace pension scheme. I can give you a snapshot of your pension pot, tell you what it could be worth in the future, and how you can make the most of it.
Dear Alex,
This statement shows a snapshot of your pension savings as of 31 March 2026. It's designed to help you understand what you've built so far, what it could be worth in the future, and how you can make the most of it.
If contributions stay the same, your pension could grow to
That could provide an estimated income of:
*These figures are estimates based on current contributions and assumptions. They are not guaranteed.
Your pension is invested to help it grow over time. While values can go up and down, long-term investing aims to increase your savings and help maintain their value against rising living costs.
| Month | You | Employer | Tax relief |
|---|---|---|---|
| Oct 2025 | £452.00 | £339.00 | £100.80 |
| Nov 2025 | £455.00 | £341.25 | £101.50 |
| Dec 2025 | £458.50 | £343.90 | £102.40 |
| Jan 2026 | £455.00 | £341.25 | £101.25 |
| Feb 2026 | £453.78 | £340.34 | £102.20 |
| Mar 2026 | £454.00 | £340.38 | £104.09 |
| 6-month total | £2,728.28 | £2,046.12 | £612.24 |
Your current fund allocation across asset classes.
Small changes now can make a big difference later.
Even a small increase can significantly grow your retirement pot. Your employer matches contributions up to the scheme limit — so you get extra for free.
Bringing together previous workplace pensions into one place makes them easier to manage and could reduce charges.
Check that your current investment funds match your attitude to risk and your planned retirement age. A different mix could improve long-term growth.