Phoenix NPI Pensions UK Equity Tracker (Charge Capped)

Illustration 1

Phoenix NPI Pens UK Equity Tracker (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 £13,400 £12,100
15 £15,500 £13,400
20 £18,000 £14,700
25 £20,800 £16,200

Illustration 2

Phoenix NPI Pens UK Equity Tracker (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 £26,300 £24,400
15 £35,600 £31,900
20 £45,900 £39,600
25 £57,300 £47,700

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens UK Equity Tracker (Charge Capped): 0.9989%

Transaction Costs:
Phoenix NPI Pens UK Equity Tracker (Charge Capped): 0.0304%

Growth Rates:
Gross Growth Rate: 5.0304%

  • 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 UK Equity Tracker Stk Series 1

Illustration 3

Phoenix NPI Pens UK Equity Tracker 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 £13,400 £12,100
15 £15,500 £13,400
20 £18,000 £14,800
25 £20,800 £16,300

Illustration 4

Phoenix NPI Pens UK Equity Tracker 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 £26,300 £24,400
15 £35,600 £31,900
20 £45,900 £39,700
25 £57,300 £47,900

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens UK Equity Tracker Stk Series 1: 0.9799%

Transaction Costs:
Phoenix NPI Pens UK Equity Tracker Stk Series 1: 0.0304%

Growth Rates:
Gross Growth Rate: 5.0304%

  • 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 UK Equity Tracker Stk Series 8

Illustration 5

Phoenix NPI Pens UK Equity Tracker 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 £10,300 £10,200
3 £10,900 £10,700
5 £11,600 £11,200
10 £13,400 £12,500
15 £15,500 £14,100
20 £18,000 £15,800
25 £20,800 £17,700

Illustration 6

Phoenix NPI Pens UK Equity Tracker 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 £11,600 £11,500
3 £14,700 £14,400
5 £17,900 £17,400
10 £26,300 £25,100
15 £35,600 £33,100
20 £45,900 £41,700
25 £57,300 £50,800

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens UK Equity Tracker Stk Series 8: 0.6417%

Transaction Costs:
Phoenix NPI Pens UK Equity Tracker Stk Series 8: 0.0304%

Growth Rates:
Gross Growth Rate: 5.0304%

  • 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