The full numbers at different returns

Exactly how much £500 a month grows depends on the return you assume. The table below uses monthly compounding — the same model as the Casvia savings calculator — with no fees and no taxes (using an ISA wrapper keeps it that way).

Annual returnFinal valueYou investedGrowth
4%£183,387£120,000£63,387
5%£205,517£120,000£85,517
7%£260,463£120,000£140,463
8%£294,510£120,000£174,510

Hypothetical constant annual returns, monthly compounding, £500 paid in each month for 20 years. Actual investment results vary.

What your £120,000 actually becomes

In every row, you contribute the same £120,000 over 20 years (£500 × 12 × 20). The difference between the rows is entirely growth — which is the part compounding adds on top of your own money. At 7%, growth accounts for more than half the final balance. That is the core argument for starting early and staying invested: the later years of compounding do more work than the earlier ones.

What inflation does to that number

£260,463 is the nominal figure — what it says in pounds on the day. After 20 years of 3% inflation, that pot buys roughly what £144,000 buys today. That does not make saving pointless; it is exactly why a return above inflation matters, and why keeping long-term savings in a Cash ISA paying little interest often loses purchasing power over decades. See the UK inflation calculator to model it.

Does the time horizon matter more than the amount?

For long-term saving, time usually matters more than the monthly amount. The same £500 a month over 10 years at 7% is worth about £86,542 — around a third of the 20-year figure — even though you have only saved half as much money. The extra decade roughly triples the outcome, because growth compounds on growth. If you can, starting earlier beats saving more later.

Where to put the money

For money you will not need for several years, an ISA is usually the right first home: interest, dividends and gains are all tax-free inside it. A Stocks & Shares ISA is the common choice for long horizons; a Cash ISA suits shorter horizons or low risk tolerance. Employer pension contributions should generally come first because of the free money and tax relief. See our pension calculator for the retirement version of this maths.

Frequently asked questions

Is £500 a month enough to retire on?
Over 30 years at 7%, £500 a month compounds to roughly £610,000 — a meaningful retirement pot on top of the State Pension. The exact answer depends on your target income; model it with the retirement calculator.
Do these numbers include fees and taxes?
No. The figures assume no fees and no taxes. Inside an ISA you avoid tax, but fund fees still reduce your real return, so actual results are typically a little lower.
What return should I assume?
A common planning range is 4–7% for a balanced long-term portfolio. Nothing is guaranteed — the figures are hypothetical and actual returns vary year to year.
Should I save or invest £500 a month?
It depends on your goal and horizon. For goals under five years, cash savings are usually safer. For 10+ years, investing in a diversified portfolio has historically produced higher returns, with more risk along the way.
Educational tools only — not financial advice. Results are hypothetical estimates, not a guarantee of future returns.