Abbey Life Pensions Managed

Illustration 1

Investment in Managed 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 £10,200
5 £11,600 £10,400
10 £13,500 £10,700
15 £15,700 £11,100
20 £18,300 £11,500
25 £21,200 £11,900

Illustration 2

Investment in Managed 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 £11,500 £11,300
3 £14,600 £13,700
5 £17,800 £16,200
10 £26,300 £22,000
15 £35,700 £27,600
20 £46,100 £32,900
25 £57,700 £38,000

For all the above illustrations:

Ongoing Charges
Managed Fund: 0.97%

Transaction Costs:
Managed Fund: 0.620%

Growth Rates:
Gross Growth Rate: 5.120%

  • 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

Illustration 3

Investment in Managed 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 £10,900
15 £15,700 £11,400
20 £18,300 £12,000
25 £21,200 £12,500

Illustration 4

Investment in Managed 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 £11,500 £11,300
3 £14,600 £13,800
5 £17,800 £16,300
10 £26,300 £22,400
15 £35,700 £28,200
20 £46,100 £33,900
25 £57,700 £39,400

For all the above illustrations:

Ongoing Charges
Managed Fund: 0.77%

Transaction Costs:
Managed Fund: 0.620%

Growth Rates:
Gross Growth Rate: 5.120%

  • 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