Monthly savings for £5,000 in 5 years

Two scenarios — zero interest vs 5% AER.

By · Updated · Methodology

Short answer

£83/month cash, or £74/month in a 5% AER account.

Breakdown

  • Total months: 60
  • Cash-only plan: £83 × 60 = £4,980
  • 5% AER plan: £74/month (compound growth does some of the work)
  • Interest earned over 5 years at 5%: ~£560

Other rates on the same target

  • 3% AER (typical easy-access): ~£77/month
  • 4% AER (competitive easy-access): ~£75/month
  • 7% (long-run equity tracker): ~£70/month

Weekly & daily equivalents

  • Per week (cash): ~£19
  • Per day (cash): ~£3
  • Per week (5% AER): ~£17

If you can only save less

Saving £58/month instead — 70% of the target rate — still reaches roughly £3,486 in 5 years (cash) or £3,500 at 5% AER. A smaller amount you sustain every month almost always outperforms a larger pledge that collapses in month four.

Where to keep this money

For a 5-year horizon, a Stocks & Shares ISA invested in a global equity tracker has historically outperformed cash by a wide margin over decade-long horizons. Cash drags the real return down once inflation is accounted for.

Inflation-adjusted target

At 3% long-run inflation, £5,000 in 5 years' time is worth roughly £4,313 in today's money. To preserve real purchasing power you'd actually need to hit £5,796 in 5 years — about £13/month extra on the cash plan. A 5% AER account broadly keeps pace with inflation; a 3% account does not.

Calculators

Other savings targets