For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.
Investment Calculator
Demonstrate the accumulated fund value achievable over a period of time through investing, and the investment required by a client to reach their savings goal.
- View the tool online and offline
- Save as a pdf for your reports
Key features of our Investment calculator
Calculate values and model savings goals
Using various growth inputs, you can calculate the potential fund value over a specific length of time. The goal based calculator lets you model savings goals – how much your client should save and for how long.
Available online and offline
Add this tool to your browser favourites and use it even when you’re not online.
It’s not an illustration nor will show future performance
The calculator is not a personal illustration. The figures represent potential savings over the term shown and are not an indicator of future performance.
The rate of growth does not include the impact of product charges, annual management charges or adviser charges. The calculator also takes no account of any company terms and conditions such as minimum investment levels. Inflation is not taken into consideration in this calculation.
Guidance, but not advice
The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.
© Prudential 2024
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.