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 £10,200 £10,100
3 £10,700 £10,400
5 £11,300 £10,700
10 £12,700 £11,500
15 £14,400 £12,400
20 £16,300 £13,300
25 £18,400 £14,400

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 £11,300 £11,200
3 £14,300 £13,900
5 £17,300 £16,600
10 £25,100 £23,300
15 £33,400 £30,000
20 £42,400 £36,700
25 £52,000 £43,500

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens UK Equity Tracker (Charge Capped): 1.00%

Transaction Costs:
Phoenix NPI Pens UK Equity Tracker (Charge Capped): 0.0288%

Growth Rates:
Gross Growth Rate: 4.5288%

  • 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 £10,200 £10,100
3 £10,700 £10,400
5 £11,300 £10,700
10 £12,700 £11,500
15 £14,400 £12,400
20 £16,300 £13,400
25 £18,400 £14,400

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 £11,300 £11,200
3 £14,300 £13,900
5 £17,300 £16,600
10 £25,100 £23,300
15 £33,400 £30,000
20 £42,400 £36,800
25 £52,000 £43,700

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens UK Equity Tracker Stk Series 1: 0.98%

Transaction Costs:
Phoenix NPI Pens UK Equity Tracker Stk Series 1: 0.0288%

Growth Rates:
Gross Growth Rate: 4.5288%

  • 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 £10,200 £10,100
3 £10,700 £10,500
5 £11,300 £10,900
10 £12,700 £11,900
15 £14,400 £13,100
20 £16,300 £14,300
25 £18,400 £15,700

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 £11,300 £11,200
3 £14,300 £14,000
5 £17,300 £16,800
10 £25,100 £23,900
15 £33,400 £31,100
20 £42,400 £38,600
25 £52,000 £46,300

For all the above illustrations:

Ongoing Charges
Phoenix NPI Pens UK Equity Tracker Stk Series 8: 0.64%

Transaction Costs:
Phoenix NPI Pens UK Equity Tracker Stk Series 8: 0.0288%

Growth Rates:
Gross Growth Rate: 4.5288%

  • 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