Obtain your State Pension Forecast Online

When planning for retirement, it is important to understand your entitlement to the State Pension, and determine how much you are likely to receive and when.


It is now possible to obtain your State Pension Forecast online using HMRC's new Personal Tax Account. If you have not already registered for this service, we strongly advise you to do so. Please refer to my article at the link below which explains how to register, including a detailed guide.


Register for Online Personal Tax Account


The Personal Tax Account will also detail your National Insurance history, confirming your qualifying years and highlighting any gaps.


The following guide explains how to obtain your State Pension Forecast using the Personal Tax Account.


Download Guide


Comment

If you are not yet in receipt of your State Pension, we would urge you to register for a Personal Tax Account. This will allow us to help you check your State Pension entitlement, deal with any gaps in your NI record, and incorporate your entitlement into your Financial Plan.



Important Note


This article is intended for information purposes only and should not be considered to be a recommendation. This article is based on our understanding of current and draft pension and tax rules as at the date of this article. Please note that tax and pension rules are subject to change; if you are at all uncertain about the suitability of any option for your circumstances we strongly suggest you seek regulated personal financial advice. You should not take action solely on the basis of this article without seeking advice specific to your circumstances. Please get in touch to find out more.


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