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 £10,200 £10,000
3 £10,700 £10,100
5 £11,300 £10,200
10 £12,800 £10,500
15 £14,600 £10,700
20 £16,600 £11,000
25 £18,800 £11,200

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 £11,300 £11,100
3 £14,300 £13,600
5 £17,400 £15,900
10 £25,300 £21,600
15 £33,800 £27,000
20 £43,000 £32,000
25 £53,000 £36,700

For all the above illustrations:

Ongoing Charges
Phoenix Pension Growth Stakeholder Fund: 0.97%

Transaction Costs:
Phoenix Pension Growth Stakeholder Fund: 0.1287%

Growth Rates:
Gross Growth Rate: 4.6287%

  • 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