PCXA FPP Managed Fund (A046)
Illustration 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 | £10,200 | £10,100 |
| 3 | £10,900 | £10,500 |
| 5 | £11,500 | £10,900 |
| 10 | £13,300 | £12,000 |
| 15 | £15,400 | £13,200 |
| 20 | £17,800 | £14,600 |
| 25 | £20,600 | £16,000 |
Illustration 2
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 | £14,100 |
| 5 | £17,700 | £17,000 |
| 10 | £26,000 | £24,100 |
| 15 | £35,200 | £31,400 |
| 20 | £45,200 | £39,000 |
| 25 | £56,400 | £46,900 |
For all the above illustrations:
Ongoing Charges:
PCXA FPP Managed Fund: 0.584%
Transaction Costs:
PCXA FPP Managed Fund: 0.159%
Growth Rates:
Gross Growth Rate: 5%
- 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% each year
- Premiums paid remain level - no escalation
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Detailed costs & charges, and example fund illustrations