Your Dashboard shows you:
This is how much your Wealth Bonus is worth today. Your current value includes all the contributions your product providers have made to your Wealth Bonus to date, plus growth (where applicable).
The current value displays in the Overview tab of your Dashboard and in the navigation bar.
The current value is made up of locked and unlocked portions.
The current value of your Wealth Bonus will change over time. If there are any changes to your Wealth Bonus portfolio it could affect the current value of your Wealth Bonus.
Your projected value is an estimate of all the money that will be paid out to you over time across all your Wealth Bonus benefits.
The projected value of your Wealth Bonus is not guaranteed*. When we work out this projection, we assume that:
There are additional product-specific assumptions that apply.
Any changes that you make to your Wealth Bonus portfolio could affect your projection.
*Past performance is not indicative of future performance. Projected future value is based on average assumptions and not guaranteed.
Your Wealth Bonus portfolio is a bit like an investment portfolio. How much money you eventually get out of it depends on which contributing products you have, and how long you keep them for.
Most products base their contributions on your payments in some way, either as a percentage of your monthly payments, or with a once-off contribution whenever you reach certain milestones.
Your Wealth Bonus benefits aren’t savings accounts or investments, so you won’t be able to add your own ad hoc contributions to any of your Wealth Bonus benefits.