Pearl Pensions UK Equity
Illustration 1
Phoenix Pearl Pens UK Equity SHP
The typical scheme member for this illustration is based on
- Current age 40
- Starting pension pot of £10,000
- Retirement age 65
- No ongoing payments
| Year | Before Charges | After Charges |
|---|---|---|
| 1 | £10,200 | £10,100 |
| 3 | £10,700 | £10,400 |
| 5 | £11,300 | £10,700 |
| 10 | £12,800 | £11,600 |
| 15 | £14,400 | £12,400 |
| 20 | £16,400 | £13,400 |
| 25 | £18,500 | £14,400 |
Illustration 2
Phoenix Pearl Pens UK Equity SHP
The typical scheme member for this illustration is based on
- Current age 40
- Starting pension pot of £10,000
- Retirement age 65
- Ongoing total contributions of £100 per month
| Year | Before Charges | After Charges |
|---|---|---|
| 1 | £11,300 | £11,200 |
| 3 | £14,300 | £13,900 |
| 5 | £17,300 | £16,600 |
| 10 | £25,200 | £23,300 |
| 15 | £33,500 | £30,000 |
| 20 | £42,500 | £36,800 |
| 25 | £52,300 | £43,700 |
For all the above illustrations:
Ongoing Charges
Phoenix Pearl Pens UK Equity SHP: 0.9739%
Transaction Costs:
Phoenix Pearl Pens UK Equity SHP: 0.0571%
Growth Rates:
Gross Growth Rate: 4.5571%
- Values are not guaranteed
- Projected values are shown in today's terms and do not need to be reduced further for the effect of inflation
- Inflation is assumed to be 2.00% each year
- Premiums paid remain level - no escalation