Phoenix NPI Pensions Overseas Equity (Charge Capped)
Illustration 1
Phoenix NPI Pens Overseas Equity (Charge Capped)
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 | £11,500 |
15 | £14,400 | £12,400 |
20 | £16,300 | £13,400 |
25 | £18,500 | £14,400 |
Illustration 2
Phoenix NPI Pens Overseas Equity (Charge Capped)
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 | £52,200 | £43,600 |
For all the above illustrations:
Ongoing Charges
Phoenix NPI Pens Overseas Equity (Charge Capped): 0.9826%
Transaction Costs:
Phoenix NPI Pens Overseas Equity (Charge Capped): 0.0509%
Growth Rates:
Gross Growth Rate: 4.5509%
- 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
Phoenix NPI Pensions Overseas Equity Stk Series 1
Illustration 3
Phoenix NPI Pens Overseas Equity Stk Series 1
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 | £16,300 | £13,400 |
25 | £18,500 | £14,500 |
Illustration 4
Phoenix NPI Pens Overseas Equity Stk Series 1
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 | £52,200 | £43,700 |
For all the above illustrations:
Ongoing Charges
Phoenix NPI Pens Overseas Equity Stk Series 1: 0.9726%
Transaction Costs:
Phoenix NPI Pens Overseas Equity Stk Series 1: 0.0509%
Growth Rates:
Gross Growth Rate: 4.5509%
- 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
Phoenix NPI Pensions Overseas Equity Stk Series 8
Illustration 5
Phoenix NPI Pens Overseas Equity Stk Series 8
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 | £10,500 |
5 | £11,300 | £10,900 |
10 | £12,800 | £11,900 |
15 | £14,400 | £13,100 |
20 | £16,300 | £14,300 |
25 | £18,500 | £15,700 |
Illustration 6
Phoenix NPI Pens Overseas Equity Stk Series 8
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 | £14,000 |
5 | £17,300 | £16,800 |
10 | £25,200 | £23,900 |
15 | £33,500 | £31,200 |
20 | £42,500 | £38,600 |
25 | £52,200 | £46,300 |
For all the above illustrations:
Ongoing Charges
Phoenix NPI Pens Overseas Equity Stk Series 8: 0.6344%
Transaction Costs:
Phoenix NPI Pens Overseas Equity Stk Series 8: 0.0509%
Growth Rates:
Gross Growth Rate: 4.5509%
- 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