Ascend
Online Calculator
For Financial Advisers only
As a regular contribution contract, Ascend allows your clients to save for a future financial goal over a commitment period of between 5 and 25 years. Whether it is saving for a child’s education, retirement planning or simply just saving for the future, it is important to consider how much they need to put away each month and the timescale in which they are likely to need to reach their goal.
Our online calculator helps illustrate the potential fund value of an Ascend contract at the end of the term, based on the monthly contribution and commitment period selected. The calculator also shows the growth required to cover all product charges and the potential loyalty bonus that will be received if all payments are maintained over the contract term.
For full details of Ascend visit our document library.
Important Notes
For Financial Advisers only. Not to be distributed to, nor relied on, by clients.
This online calculator is purely for illustration purposes only and does not constitute advice or guarantee amounts.
1A growth rate of 0%, 3% 6% or 9% has been used but does not account for the underlying external funds costs and the effects of inflation may reduce the purchasing power of the illustrated benefits.
2The Total Fund Value shows the value after all contract charges have been deducted and assume all contributions are paid as planned with no withdrawals taken prior to maturity. If the contract is terminated early, your client may not get back the full amount of contributions made.
3Excluding associated fund charges.
For Financial Advisers only
As a regular contribution contract, Ascend allows your clients to save for a future financial goal over a commitment period of between 5 and 25 years. Whether it is saving for a child’s education, retirement planning or simply just saving for the future, it is important to consider how much they need to put away each month and the timescale in which they are likely to need to reach their goal.
Our online calculator helps illustrate the potential fund value of an Ascend contract at the end of the term, based on the monthly contribution and commitment period selected. The calculator also shows the growth required to cover all product charges and the potential loyalty bonus that will be received if all payments are maintained over the contract term.
For full details of Ascend visit our document library.
Important Notes
For Financial Advisers only. Not to be distributed to, nor relied on, by clients.
This online calculator is purely for illustration purposes only and does not constitute advice or guarantee amounts.
1A growth rate of 0%, 3% 6% or 9% has been used but does not account for the underlying external funds costs and the effects of inflation may reduce the purchasing power of the illustrated benefits.
2The Total Fund Value shows the value after all contract charges have been deducted and assume all contributions are paid as planned with no withdrawals taken prior to maturity. If the contract is terminated early, your client may not get back the full amount of contributions made.
3Excluding associated fund charges.
