Phoenix NPI Pensions Managed (Charge Capped)

Illustration 1

Phoenix NPI Pens Managed (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 £10,300 £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 £21,100 £16,300

Illustration 2

Phoenix NPI Pens Managed (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 £11,600 £11,500
3 £14,700 £14,300
5 £17,900 £17,200
10 £26,500 £24,400
15 £35,900 £31,900
20 £46,300 £39,700
25 £58,000 £47,900

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens Managed (Charge Capped): 0.9849%

Transaction Costs:
Phoenix NPI Pens Managed (Charge Capped): 0.099%

Growth Rates:
Gross Growth Rate: 5.099%

  • 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 Managed Stk Series 1

Illustration 3

Phoenix NPI Pens Managed 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 £10,300 £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 £21,100 £16,300

Illustration 4

Phoenix NPI Pens Managed 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 £11,600 £11,500
3 £14,700 £14,300
5 £17,900 £17,200
10 £26,500 £24,400
15 £35,900 £31,900
20 £46,300 £39,700
25 £58,000 £47,900

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens Managed Stk Series 1: 0.9769%

Transaction Costs:
Phoenix NPI Pens Managed Stk Series 1: 0.099%

Growth Rates:
Gross Growth Rate: 5.099%

  • 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 Managed Series 3

Illustration 5

Phoenix NPI Pens Managed Series 3

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 £10,800
5 £11,600 £11,400
10 £13,500 £13,100
15 £15,700 £15,000
20 £18,200 £17,200
25 £21,100 £19,600

Illustration 6

Phoenix NPI Pens Managed Series 3

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 £11,600
3 £14,700 £14,600
5 £17,900 £17,700
10 £26,500 £25,900
15 £35,900 £34,700
20 £46,300 £44,300
25 £58,000 £54,900

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens Managed Series 3: 0.207%

Transaction Costs:
Phoenix NPI Pens Managed Series 3: 0.099%

Growth Rates:
Gross Growth Rate: 5.099%

  • 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