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Annual Allowance Income Calculator

AA IncomeCalc is an interactive app designed to help individuals estimate the total amount of tax relievable pension savings they are able to make into their pension schemes over a tax year.
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WTW developed our AA IncomeCalc app to help individuals work out their Annual Allowance each tax year. The Tapered Annual Allowance rules are complex and it is down to the individual to work out and track their own position.

The interactive AA IncomeCalc app is available for FREE on iPhones, iPads and AndroidTM smartphones. The application has a number of key features including:

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Helen Perrin

Helen Perrin

Head of Financial Planning

Helen Perrin heads up WTW’s UK Financial Planning Group. Helen and her team work with our Corporate and Trustee clients to design inclusive Financial Wellbeing programmes to address the diverse needs of employees and pension scheme members at different life stages and with differing levels of financial resources. Helen packages together group-based education and online tools and resources with targeted individual guidance and regulated financial advice services.

Helen is a Chartered Financial Planner and a Chartered Tax Adviser.
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Helen Perrin

Helen Perrin

Head of Financial Planning

Helen Perrin heads up WTW’s UK Financial Planning Group. Helen and her team work with our Corporate and Trustee clients to design inclusive Financial Wellbeing programmes to address the diverse needs of employees and pension scheme members at different life stages and with differing levels of financial resources. Helen packages together group-based education and online tools and resources with targeted individual guidance and regulated financial advice services.

Helen is a Chartered Financial Planner and a Chartered Tax Adviser.
Email

Frequently asked questions


  • How do I get AA IncomeCalc?
    AA IncomeCalc is available for download on the App Store and on Google Play.
  • How much does AA IncomeCalc cost?
    AA IncomeCalc is free to download and there are no usage charges.
  • I'm an employer/pension manager – can I use AA IncomeCalc for my employees?
    Yes – you can tell your employees about the app and let them know where to find it. Your employees can then enter their personal information directly into the app without needing to share this information with you.

The app is ideal for complementing wider communication programmes you put into place to support employees through this complex area.

  • Scan to download the AA IncomeCalc app

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