Last updated: February 2026

Long-Term Savings Calculator

Plan your long-term savings strategy with our compound interest calculator. Project how your regular deposits will grow over 15-30 years with annual compounding. Originally designed for PPF (Public Provident Fund) calculations, this tool works for any regular savings scheme including ISAs, pension contributions, and fixed-rate bonds.

See the power of compound interest and understand how starting early can dramatically increase your retirement savings.

Calculate Your Savings Growth

Total amount you'll save each year
Automatically calculated
Historical S&P 500 average: ~10%, UK savings: 4-5%
Longer periods = more compound growth

Understanding Compound Interest

Compound interest is often called the "eighth wonder of the world" — and for good reason. Unlike simple interest (which only earns on your original deposit), compound interest earns interest on your interest, creating exponential growth over time.

The Compound Interest Formula:

Future Value = P × [(1 + r)^n - 1] / r × (1 + r)

Where: P = annual deposit, r = annual interest rate, n = number of years

The Power of Starting Early

Consider two savers, both aiming to retire at 65:

Scenario Starts Age Monthly Saving Years Saving Total Deposited Final Value (6%)
Early Starter 25 £200 40 years £96,000 £393,700
Late Starter 40 £400 25 years £120,000 £277,900
Key Insight: The early starter deposits £24,000 less but ends up with £115,800 more! Time in the market beats timing the market.
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UK Long-Term Savings Options

Here are the main tax-efficient savings vehicles available to UK residents:

Product Annual Limit (2025/26) Tax Treatment Best For
Stocks & Shares ISA £20,000 Tax-free growth & withdrawals Long-term investing (5+ years)
Cash ISA £20,000 Tax-free interest Emergency fund, short-term goals
Lifetime ISA (LISA) £4,000 25% government bonus + tax-free growth First home or retirement (18-39 only)
Workplace Pension 100% of earnings (max £60,000) Tax relief on contributions Retirement (especially with employer match)
SIPP 100% of earnings (max £60,000) Tax relief + investment control Self-employed, advanced investors
Junior ISA £9,000 Tax-free until child is 18 Children's savings
Note: The ISA allowance is "use it or lose it" — you cannot carry forward unused allowance to future tax years. The tax year runs from 6 April to 5 April.

Expected Returns by Investment Type

Different investment strategies offer different risk/return profiles:

Investment Type Typical Annual Return Risk Level Suitable Period
Cash Savings Account 3-5% Very Low Any (emergency fund)
UK Government Bonds (Gilts) 4-5% Low 5+ years
Corporate Bonds 5-7% Medium-Low 5+ years
Balanced Fund (60/40) 6-8% Medium 10+ years
Global Equity Fund 7-10% Medium-High 10+ years
Small Cap / Growth Funds 8-12% High 15+ years

Important: Past performance doesn't guarantee future results. These are historical averages and actual returns can vary significantly year-to-year.

What is PPF (Public Provident Fund)?

PPF is a popular government-backed savings scheme in India offering:

  • 15-year lock-in period (extendable in 5-year blocks)
  • Government-guaranteed returns (currently around 7.1%)
  • Tax benefits under Section 80C
  • Tax-free interest and maturity proceeds

While PPF isn't available in the UK, the closest equivalents are:

  • Lifetime ISA: 25% government bonus, tax-free growth
  • Premium Bonds: Government-backed, prize-based returns
  • NS&I Savings Certificates: When available, tax-free fixed returns
  • Personal Pension: Tax relief on contributions, locked until 55/57

Understanding PPF and UK Equivalents

The Public Provident Fund (PPF) is a long-term government-backed savings scheme that originated in India in 1968. It has become one of the most popular financial instruments in the Indian subcontinent due to its combination of guaranteed returns, tax benefits, and government backing. While PPF is not available to UK residents, understanding its structure helps highlight the value of disciplined, long-term saving -- a principle that applies equally well to UK savings products.

PPF Key Features

The PPF offers a 15-year lock-in period that can be extended in 5-year blocks after maturity. The current PPF interest rate is set quarterly by the Indian government, and as of 2025 stands at approximately 7.1% per annum, compounded annually. Both the contributions (up to a statutory annual limit) and the maturity proceeds are fully exempt from tax in India, making it a triple-tax-free instrument (commonly referred to as EEE status -- exempt at contribution, growth and withdrawal).

Partial withdrawals are permitted from the seventh financial year onwards, and loans against the PPF balance can be taken between the third and sixth years. These withdrawal rules make PPF less liquid than many UK savings products, but the guaranteed returns compensate for the restricted access.

Historical PPF Interest Rates

Period Annual Rate Trend
2000-2003 9.5% - 11% High rate era
2004-2011 8.0% Stable
2012-2016 8.1% - 8.8% Gradual decline
2017-2020 7.1% - 8.0% Linked to bond yields
2021-2025 7.1% Stable

Comparable UK Savings Products

For UK-based savers seeking similar long-term, disciplined savings structures, several products offer comparable benefits:

  • Lifetime ISA (LISA): Available to ages 18-39, the LISA provides a 25% government bonus on contributions up to £4,000 per year. Funds must be used for a first home purchase or accessed after age 60 to avoid penalties. The effective boost from the government bonus mirrors the favourable rates of PPF.
  • Workplace Pension (Auto-Enrolment): UK employers must contribute at least 3% of qualifying earnings, with employees contributing 5%, for a combined minimum of 8%. With tax relief and employer matching, the effective return on contributions begins at well over 50% before any investment growth.
  • Stocks and Shares ISA: The £20,000 annual ISA allowance shelters investment returns from both capital gains tax and income tax. Over 15-30 year periods, historically diversified equity portfolios have delivered annualised returns of 7-10%, comparable to PPF rates but with more volatility.
  • NS&I Premium Bonds: Government-backed with a current prize fund rate of approximately 4.0%. While returns are variable and prize-based rather than guaranteed, the government backing provides security similar to PPF.
Key Takeaway: Whether you are comparing PPF returns with UK options or simply planning long-term savings, the most important factor is consistency. Regular contributions combined with compound interest over 15-30 years can transform modest monthly savings into substantial wealth, regardless of which specific product you choose.

Frequently Asked Questions

What is compound interest and how does it work?

Compound interest is when you earn interest on both your original deposit and on any interest you've already earned. Over long periods, this creates exponential growth — your money grows faster the longer it's invested. For example, £1,000 at 7% compound interest becomes £1,967 after 10 years and £3,870 after 20 years. This calculator assumes annual compounding, where interest is added once per year.

What is the best long-term savings option in the UK?

For most UK savers, the best approach is a combination: 1) Maximise any employer pension match first (free money!), 2) Build an emergency fund in a Cash ISA (3-6 months expenses), 3) Use a Stocks & Shares ISA for long-term goals. The Lifetime ISA is excellent if you're under 40 and saving for a first home or retirement, thanks to the 25% government bonus.

How much should I save each month for retirement?

Financial experts typically recommend saving 12-15% of your gross salary for retirement, including any employer contributions. The earlier you start, the less you need to save — someone starting at 25 might need 12%, while starting at 40 might require 20%+ to achieve similar results. Use this calculator to see how different savings rates compound over your working life.

What return rate should I use in calculations?

For cash savings, use current rates (typically 4-5%). For stock market investments over 20+ years, historical averages suggest 6-8% after inflation is reasonable. Be conservative in your planning — it's better to be pleasantly surprised than disappointed. Remember that actual returns will vary year-to-year, and past performance doesn't guarantee future results.

Does this calculator account for inflation?

No, this calculator shows nominal (not real) returns. To account for inflation, subtract the expected inflation rate from your return rate. For example, if you expect 7% returns and 2.5% inflation, use 4.5% for a more realistic purchasing power projection. UK long-term inflation has averaged around 2-3% historically.

What is the ISA allowance for 2025/26?

The ISA allowance for 2025/26 is £20,000 per person across all ISA types (Cash, Stocks & Shares, Innovative Finance). Within this, you can contribute up to £4,000 to a Lifetime ISA if you're aged 18-39. The Junior ISA allowance is £9,000. Remember, ISA allowances cannot be carried forward to future tax years.

Is PPF available in the UK?

No, PPF (Public Provident Fund) is specifically an Indian government savings scheme and isn't available to UK residents. However, the UK has similar tax-advantaged savings options including ISAs, LISAs, personal pensions, and NS&I products. This calculator can model returns for any of these using their respective interest rates.

How accurate is this calculator?

This calculator provides accurate projections based on the inputs you provide, assuming consistent annual deposits and a fixed rate of return with annual compounding. In reality, investment returns fluctuate year-to-year, you may vary your contribution amounts, and fees can reduce returns. Use this as a planning tool rather than a guaranteed prediction.

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Reviewed by: UK Calculator, Founder & Developer

Founder & Developer - UKCalculator.com

The UK Calculator team is the founder and developer of UKCalculator.com, providing free, accurate calculators for UK residents.

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Expert Reviewed — This calculator is reviewed by our team of financial experts and updated regularly with the latest UK tax rates and regulations. Last verified: February 2026.

Last updated: February 2026 | Verified with latest UK rates

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Understanding Your Results

Our Ppf Calculator provides:

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People Also Ask

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