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Compound Interest

§ Finance

Compound Interest

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

Compound interest occurs when interest earned on an investment or deposit is added to the principal, so that future interest calculations include both the original amount and previously earned interest. This compounding effect creates exponential growth rather than linear growth. The formula A = P(1 + r)^n calculates the final amount A when principal P grows at rate r for n years.

§ 01

Why it matters

Compound interest forms the foundation of long-term financial planning and appears throughout GCSE mathematics in Year 10. A £10,000 investment at 7% annual interest grows to £19,672 after 10 years, but £38,697 after 20 years — demonstrating how time amplifies the effect. Index funds, ISAs, and pension contributions all rely on compound growth, where starting early creates dramatic advantages. Someone investing £200 monthly from age 25 at 6% annual return accumulates £328,095 by age 65, whilst someone starting at age 35 with the same contributions reaches only £167,603. This mathematical principle explains why financial advisers emphasise early saving and why compound interest is often called the eighth wonder of the world.

§ 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 6% interest per year. How much is in the account after one year?

Answer: 4240

  1. Calculate the interest 4000 × 6100 = 240 Interest = principal × rate. £4,000.00 × 6% = £240.00.
  2. Add the interest to the principal 4000 + 240 = 4240 After one year: £4,000.00 + £240.00 = £4,240.00.
Easy§ 02

You invest £5,000.00 at 6% compound interest per year. What is the value after 3 years?

Answer: 5955

  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 = 5000 × (1 + 0.06)3 P = £5,000.00, r = 0.06, n = 3.
  3. Compute the growth factor (1 + 0.06)3 = 1.1910 Raise 1 + r to the power n.
  4. Multiply by the principal A ≈ £5,955.00 £5,000.00 × 1.1910 ≈ £5,955.00 after rounding.
Medium§ 03

You invest £50,000.00 in an index fund returning 5% per year. What is the value after 12 years, assuming returns are reinvested?

Answer: 89793

  1. Apply A = P(1 + r)n A = 50000(1 + 0.05)12 Reinvested returns compound — the formula treats each year's gain as next year's principal.
  2. Compute the result A ≈ £89,793.00 After 12 years, £50,000.00 grows to approximately £89,793.00 — a gain of £39,793.00.
§ 04

Common mistakes

  • Confusing simple and compound interest leads to calculating £5,000 at 4% for 3 years as £5,600 (simple interest: 5000 + 3×200) instead of £5,624.32 using the compound formula.
  • Applying the wrong time period results in monthly compounding errors, such as using n = 2 instead of n = 24 months when calculating 2 years of monthly compounding.
  • Forgetting to convert percentages to decimals produces incorrect calculations like using r = 6 instead of r = 0.06, yielding vastly inflated results.
§ 05

Frequently asked questions

What is the difference between simple and compound interest?
Simple interest calculates interest only on the original principal amount, whilst compound interest calculates interest on both the principal and previously earned interest. For £1,000 at 5% over 3 years, simple interest yields £1,150, but compound interest yields £1,157.63.
How does compound interest work with monthly contributions?
Monthly contributions use the annuity formula: FV = PMT × [((1 + i)^n − 1) / i], where i equals the monthly interest rate and n equals total months. Each contribution compounds for a different length of time, creating a more complex calculation than simple lump-sum investing.
Why does compound interest grow faster over longer periods?
The exponential nature of compound interest means doubling the time period more than doubles the final amount. £10,000 at 6% becomes £17,908 after 10 years but £32,071 after 20 years — the second decade adds more than the first due to compounding on accumulated interest.
How do you calculate compound interest with different compounding frequencies?
Change the formula to A = P(1 + r/k)^(kn), where k represents compounding frequency per year. Monthly compounding uses k = 12, quarterly uses k = 4, and daily uses k = 365. More frequent compounding slightly increases the final amount.
What annual growth rate do index funds typically achieve?
Historical UK equity index funds have averaged 6-8% annual returns over long periods, though individual years vary significantly. The FTSE 100 returned approximately 7.8% annually from 1984 to 2019, demonstrating how compound growth builds wealth despite short-term volatility and market fluctuations.
§ 06

See also

§ 06

Where to next?

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