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

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 £11,600 £11,400
3 £14,700 £13,900
5 £17,900 £16,500
10 £26,500 £22,700
15 £35,900 £28,600
20 £46,400 £34,500
25 £58,100 £40,200

For all the above illustrations:

Ongoing Charges
Phoenix Pension Growth Stakeholder Fund: 0.9581%

Transaction Costs:
Phoenix Pension Growth Stakeholder Fund: 0.1105%

Growth Rates:
Gross Growth Rate: 5.1105%

  • 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