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 £10,300 £10,200
3 £10,900 £10,600
5 £11,600 £11,000
10 £13,500 £12,100
15 £15,700 £13,400
20 £18,200 £14,800
25 £21,200 £16,300

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 £11,600 £11,500
3 £14,700 £14,300
5 £17,900 £17,200
10 £26,500 £24,400
15 £35,900 £32,000
20 £46,400 £39,800
25 £58,100 £48,000

For all the above illustrations:

Ongoing Charges
Phoenix Pearl Pens UK Equity SHP: 0.9732%

Transaction Costs:
Phoenix Pearl Pens UK Equity SHP: 0.1067%

Growth Rates:
Gross Growth Rate: 5.1067%

  • 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