This document forecasts the future value of a Penfold pension based on the charging structure we use. This document is relevant for all Penfold customers.
It is a requirement for us to publish this Compounding Illustration as part of Independent Governance Committee process we have chosen to deploy to meet the required checks and oversights associated with providing our Workplace pension to some of our customers.
If you would like more detail about our fees, then please refer to our Charges Guide.
The following table outlines the projected value of a Penfold pension in today’s terms at the different stages of the pension’s lifetime shown and under different investment growth rates for our Standard Lifetime Plan.