dickie davies
Well-Known Member
Like you, I'm invested into funds and as Aviva properly messed up the statement in March on one of my policies, I have to go back 21 months or six months to calculate an approx increasethat's impressive, 13% for me but I take a cautious approach via funds rather than individual shares. My retirement budget is based on 7% growth and 2 years since retiring I'm 2 years ahead of forecast so quietly happy. Been flat for the last 2 months though
Starting with the policy value and adding my contributions gives me a sum vs what it's worth today
The incorrect statement one is 33% up from March 24 and 10% up from June this year
My second policy is 27% up on March this year