Phoenix Pension Growth Stakeholder
Illustration 1
Investment in Phoenix Pension Growth Stakeholder Fund
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 | £10,000 |
| 3 | £10,700 | £10,100 |
| 5 | £11,300 | £10,200 |
| 10 | £12,800 | £10,500 |
| 15 | £14,600 | £10,700 |
| 20 | £16,600 | £11,000 |
| 25 | £18,800 | £11,200 |
Illustration 2
Investment in Phoenix Pension Growth Stakeholder Fund
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 | £11,100 |
| 3 | £14,300 | £13,600 |
| 5 | £17,400 | £15,900 |
| 10 | £25,300 | £21,600 |
| 15 | £33,800 | £27,000 |
| 20 | £43,000 | £32,000 |
| 25 | £53,000 | £36,700 |
For all the above illustrations:
Ongoing Charges
Phoenix Pension Growth Stakeholder Fund: 0.97%
Transaction Costs:
Phoenix Pension Growth Stakeholder Fund: 0.1287%
Growth Rates:
Gross Growth Rate: 4.6287%
- 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