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§ Finance

Compound Interest

§ Finance

Compound Interest

CCSS.HSF.IF.C.8b3 min read

Compound interest generates earnings on both the original principal and previously earned interest, creating exponential growth over time. The formula A = P(1 + r)^n calculates the final amount where P is the principal, r the annual rate as a decimal, and n the number of years. This concept appears in Year 10 GCSE mathematics when students solve savings and investment problems.

§ 01

Why it matters

Compound interest forms the foundation of personal finance and investment strategies throughout adult life. A £10,000 investment at 7% annual compound interest grows to approximately £38,697 after 20 years, demonstrating how small rate differences create substantial wealth variations. Pension funds, ISAs, and index funds all rely on compound growth to build retirement savings. Understanding this concept helps evaluate mortgage costs, where compound interest works against borrowers — a £200,000 mortgage at 5% over 25 years costs approximately £351,000 total. Banks use compound interest calculations for savings accounts, credit cards, and loans. The mathematical principle extends beyond finance into population growth models, radioactive decay, and scientific applications where exponential functions describe natural phenomena.

§ 02

How to solve compound interest

Compound Interest

  • Compound interest earns interest on both the original principal AND on previously earned interest — that's why the curve bends upward over time.
  • Annual: A = P(1 + r)n, where P is the principal, r the rate as a decimal, n the number of years.
  • Monthly compounding: A = P(1 + r/12)12n.
  • With monthly contributions PMT: future value = PMT × [((1 + i)n − 1) / i], where i = r/12 and n is the number of months.
  • Index funds and savings accounts both rely on this — small early differences in rate, time, or starting age compound to outsized differences at the end.

Example: £10,000 at 7% for 20 years: A = 10000 · 1.07²⁰ ≈ £38,697.

§ 03

Worked examples

Beginner§ 01

You deposit £4,000.00 in a savings account paying 4% interest per year. How much is in the account after one year?

Answer: 4160

  1. Calculate the interest 4000 × 4/100 = 160 Interest = principal × rate. £4,000.00 × 4% = £160.00.
  2. Add the interest to the principal 4000 + 160 = 4160 After one year: £4,000.00 + £160.00 = £4,160.00.
Easy§ 02

You invest £10,000.00 at 6% compound interest per year. What is the value after 2 years?

Answer: 11236

  1. Use the compound interest formula A = P(1 + r)^n P is the principal, r the rate as a decimal, and n the number of years.
  2. Plug in the values A = 10000 × (1 + 0.06)^2 P = £10,000.00, r = 0.06, n = 2.
  3. Compute the growth factor (1 + 0.06)^2 = 1.1236 Raise 1 + r to the power n.
  4. Multiply by the principal A ≈ £11,236.00 £10,000.00 × 1.1236 ≈ £11,236.00 after rounding.
Medium§ 03

You invest £10,000.00 in an index fund returning 8% per year. What is the value after 7 years, assuming returns are reinvested?

Answer: 17138

  1. Apply A = P(1 + r)^n A = 10000(1 + 0.08)^7 Reinvested returns compound — the formula treats each year's gain as next year's principal.
  2. Compute the result A ≈ £17,138.00 After 7 years, £10,000.00 grows to approximately £17,138.00 — a gain of £7,138.00.
§ 04

Common mistakes

  • Confusing simple and compound interest calculations, where £5,000 at 4% for 3 years yields £600 simple interest but £624.32 compound interest — the difference of £24.32 comes from interest earning interest.
  • Applying the wrong compounding frequency, such as using annual compounding A = P(1 + r)^n when the problem specifies monthly compounding A = P(1 + r/12)^(12n), leading to incorrect results.
  • Forgetting to convert percentage rates to decimals, calculating £1,000 × (1 + 5)^2 = £36,000 instead of £1,000 × (1 + 0.05)^2 = £1,102.50.
§ 05

Frequently asked questions

What is the difference between simple and compound interest?
Simple interest calculates earnings only on the original principal, whilst compound interest earns on both principal and accumulated interest. For £1,000 at 5% over 2 years, simple interest yields £100 total, but compound interest produces £102.50 because the second year earns interest on £1,050.
How does compounding frequency affect investment growth?
More frequent compounding increases returns slightly. £10,000 at 6% annually grows to £11,236 after 2 years, whilst monthly compounding yields £11,271.60. The difference becomes more significant over longer periods, though annual compounding often provides sufficient accuracy for basic calculations.
Why does compound interest create exponential growth rather than linear growth?
Each period's interest becomes part of the principal for the next period, creating a multiplicative effect. The growth factor (1 + r) raised to increasing powers generates the characteristic upward curve, where later years show dramatically larger pound increases than earlier years.
How do you calculate compound interest with regular monthly contributions?
Use the future value of annuity formula: FV = PMT × [((1 + i)^n - 1) / i], where PMT is the monthly payment, i is the monthly interest rate (annual rate ÷ 12), and n is total months. This accounts for compound growth on each contribution.
What compound interest rate do typical UK savings accounts and index funds offer?
UK savings accounts currently offer 2-5% annual compound interest, whilst diversified index funds historically average 6-8% annually over long periods. Higher rates involve greater risk, and past performance doesn't guarantee future results, but compound growth amplifies even small rate differences significantly.
§ 06

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