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.
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.
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To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips guide (PDF)
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.
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.