Abbey Life Pensions Managed

Illustration 1

Investment in Managed 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 £10,100 £10,000
3 £10,700 £10,200
5 £11,300 £10,300
10 £12,800 £10,700
15 £14,500 £11,100
20 £16,400 £11,500
25 £18,600 £12,000

Illustration 2

Investment in Managed 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 £11,500 £11,300
3 £14,500 £13,800
5 £17,600 £16,300
10 £25,400 £22,200
15 £33,800 £27,900
20 £42,900 £33,300
25 £52,700 £38,400

For all the above illustrations:

Ongoing Charges
Managed Fund: 0.974%

Transaction Costs:
Managed Fund: 0.621%

Growth Rates:
Gross Growth Rate: 4.561%

  • 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

Illustration 3

Investment in Managed 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 £10,100
3 £10,700 £10,200
5 £11,300 £10,400
10 £12,800 £10,900
15 £14,500 £11,500
20 £16,400 £12,000
25 £18,600 £12,600

Illustration 4

Investment in Managed 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 £11,500 £11,400
3 £14,500 £13,900
5 £17,600 £16,400
10 £25,400 £22,600
15 £33,800 £28,500
20 £42,900 £34,200
25 £52,700 £39,800

For all the above illustrations:

Ongoing Charges
Managed Fund: 0.774%

Transaction Costs:
Managed Fund: 0.061%

Growth Rates:
Gross Growth Rate: 4.561%

  • 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