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Financial examples
Contact us for an investment review Investment
Performance
Transfer Your
UK-SIPP/s to Our
QROPS-HMRC Approved

Inflation:
Inflation factors vary on an ongoing basis from country to country. Projected asset value will obviously be affected by this figure. We suggest that an inflation factor of 3% per year can be used when estimating the future values of assets.

Percentage
Inflation
Value of Sum at
Start of Period
£ - €- US$
Considered Sum at
End of Period
£ - €- US$
Period
Years
3.00 1.00 1.34 10
1.00 1.56 15
1.00 1.81 20
1.00 2.09 25
1.00 2.43 30
 
Lump Sum
£ - €- US$
Saving Period
Years
Percentage
Interest Rate
Projected Target
Growth
£ - €- US$
100,000.00

20

3.00 182,075.00
8.00 492,680.00
10.00 732,807.00
12.00 1,089,255.00
14.00 1,618,027.00
16.00 2,401,922.00
 
Lump Sum
£ - €- US$
Saving Period
Years
Percentage
Interest Rate
Projected Target
Growth
£ - €- US$
250,000.00

20

3.00 455,189.00
8.00 1,231,701.00
10.00 1,832,018.00
12.00 2,723,138.00
14.00 4,045,068.00
16.00 6,004,805.00
   
Withdrawal Plan for £-€-US$ 100,000.00
Investment
Term in
Years
Initial
Investment
Amount
£ - €- US$
Annual
Rate of
Growth
Frequency
of
Withdrawals
in Months
Withdrawals
Amount
£ - €- US$
Investment
Value at End
of Period
£ - €- US$
10 100,000.00 3% 3 700.00 102,410.00
15 100,000.00 8% 3 2,000.00 101,531.00

10

100,000.00 10% 3 2,500.00 101,414.00
15 100,000.00 12% 3 2,750.00 146,180.00
20 100,000.00 14% 3 3,250.00 224,748.00
   
Withdrawal Plan for £-€-US$ 250,000.00
   
Investment
Term in
Years
Initial
Investment
Amount
£ - €- US$
Annual
Rate of
Growth
Frequency
of
Withdrawals
in Months
Withdrawals
Amount
£ - €- US$
Investment
Value at End
of Period
£ - €- US$
10 250,000.00 3% 3 2,000.00 244,409.00
15 250,000.00 8% 3 5,000.00 253,827.00

10

250,000.00 10% 3 5,000.00 338,181.00
15 250,000.00 12% 3 5,000.00 674,587.00
20 250,000.00 14% 3 6,000.00 1,472,861.00
     
   
Monthly Savings Example
   
Monthly Savings
£ - €- US$
Savings
Period
Years
Percentage
interest Rate
Projected Target
Growth
£ - €- US$
300.00 25 3 134,137.00
8 287,210.00
12 569,291.00
500.00 25 3 223,561.00
8 478,683.00
12 948,818.00
750.00 25 3 335,342.00
8 718,025.00
12 1,423,226.00
   
   
   
   
   
   
   
   
   
   
Further Example :
With an Account of £-€-US$ 400,000 and a Growth of 12 % You can Continue to Withdraw £-€-US$ 48,000 per year Without Reducing Your Capital.



N.B. These are Examples and should be treated as such. They are not Guarantees of Future Performances. They are based on the Long Term Performances of Investments used by Pryce Warner International Group.

Pryce Warner International Group will be pleased to advise you

Providing Investment Management for QROPS & Portfolio Accounts in more than 20 Currencies for Clients Worldwide.
Monaco
+377 97 97 29 22
France
+33 (0)1 72 03 03 42
United Kingdom
+44 (0)20 3364 5016
Ireland
+353 (0)1 44 75 406
Belgium
+32 (0)2 403 6510
Spain
+34 91 11 425 85
Switzerland
+41 (0)44 580 77 94
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