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Endowment policy calculator
Will your endowment policy cover your mortgage?
Calculate how much your with-profits endowment policy would be worth at maturity, if bonus rates were to remain constant, by entering details from your last policy statement.
Policy maturity date:
Date of last annual bonus declaration:
Basic sum assured:
Total bonus now attaching:
Bonus rate on sum assured:
Bonus rate on attaching bonus:
Terminal bonus rate:
Calculate
Help
Policy maturity date
Enter the date on which the policy matures.
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Date of last annual bonus declaration
Enter the date on which the annual bonus given in your last statement was declared. If this date is not apparent from the statement then enter the statement date itself.
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Basic sum assured
Enter the policy's basic sum assured.
More...
Total bonus now attaching
Enter the total bonus now attaching from your last statement.
More...
Bonus rate on sum assured
Enter the rate of bonus on the sum assured from your last statement.
More...
Bonus rate on attaching bonus
Enter the bonus rate on the attaching bonus from your last statement.
More...
Terminal bonus rate
Enter the terminal bonus rate from your last statement.
More...
Show all help
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