Business

Will you get £13,000 a year when you stop working? Here's how to check

BBC Business · 2026-09-20

AI SUMMARY

• What happened: A recent survey by HM Revenue and Customs revealed that one in eight individuals have never checked their state pension forecast, despite the UK state pension projected to exceed £13,000 annually. • Why it matters: Understanding your state pension forecast is crucial for retirement planning, as the amount received can significantly impact financial stability in later years. • What to watch next: Individuals are encouraged to check their state pension forecasts using the HMRC app or website, especially as the state pension is set to increase in April and qualification requirements may change.

**Will You Receive £13,000 a Year When You Retire? Here’s How to Check Your State Pension Forecast**

As retirement approaches, understanding your financial future becomes increasingly important. The UK state pension is projected to exceed £13,000 annually, yet a significant number of individuals have not checked their anticipated pension amounts. According to a recent survey conducted by HM Revenue and Customs (HMRC), approximately one in eight respondents have never verified their state pension forecast.

### Current State Pension Rates

The state pension is a government-funded payment made to individuals upon reaching pension age, typically in their late 60s. Currently, there are two main types of state pensions:

1. **Flat-rate State Pension**: For those who reached state pension age after April 2016, the weekly payment is £241.30, amounting to £12,547.60 annually.

2. **Basic State Pension**: For individuals who reached state pension age before April 2016, the weekly payment is £184.90, totaling £9,614.80 each year.

Many pensioners also receive additional income from private pension savings accumulated throughout their careers, which can supplement their state pension.

### Future Increases

The state pension is adjusted annually based on the highest of inflation rates, wage growth, or a minimum increase of 2.5%. As a result, the flat-rate state pension is expected to surpass £13,000 in the upcoming April.

### Qualification Requirements

To qualify for the full state pension, individuals must make National Insurance (NI) contributions for a minimum of 35 years. Gaps in NI records can occur for various reasons, such as living abroad or taking time off work to care for family members. However, individuals can receive NI credits if they are claiming child benefit or carer’s allowance during these periods.

For those looking to enhance their contribution history, voluntary NI payments are an option. It is important to note that since April 2025, individuals can only make voluntary contributions for the previous six years, highlighting the necessity of checking one’s state pension forecast well ahead of retirement.

### How to Check Your State Pension Forecast

To determine what you might receive upon retirement, you can utilize several methods:

- **HMRC App**: Download the official HM Revenue and Customs app.

- **Online Forecast**: Access the state pension forecast webpage on the HMRC website.

When checking your forecast, you will need to verify your identity using official photo identification. It is crucial to avoid clicking on links from unsolicited emails or text messages, as these could be phishing scams.

For additional information on tax and pensions, HMRC has launched a dedicated website called Tax Confident. Furthermore, the government-funded Money Helper website offers a free retirement guidance tool to assist individuals in navigating their options.

### Reasons for Not Checking

The HMRC survey revealed that many individuals have not checked their state pension forecasts due to various reasons. The most common explanation was the perception that retirement is still far off. Other reasons included losing track of pension pots from previous employment and concerns about how career breaks might impact pension entitlements.

Individuals aged 45-54 were identified as the demographic most likely to have never checked their state pension forecast. Myrtle Lloyd, HMRC’s chief customer officer, encourages everyone to review their forecasts, regardless of their proximity to retirement. She emphasizes the importance of understanding one’s financial standing and taking proactive steps to enhance future entitlements.

### Conclusion

With the state pension set to rise above £13,000, it is essential for individuals to take charge of their retirement planning. Checking your state pension forecast can provide valuable insights into your financial future and help you make informed decisions to secure your retirement income. Whether retirement is decades away or just around the corner, now is the time to assess your pension situation and explore options for boosting your future entitlement.

Source: BBC Business
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