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3.2a · Maths for Personal Finance · Sub-skill

Interest

Simple vs compound interest — how money grows over time, and the formulas AQA expects you to use.

Build it up, step by step

Understanding interest

Click each step below to reveal it — work through them in order the first time round.

Step 1 · Simple interest

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Simple interest is paid only on the original amount (the principal) each year — the interest itself doesn't earn more interest. Simple interest = $\frac{P \times r \times t}{100}$, where $P$ is the principal, $r$ is the interest rate per year (%), and $t$ is the number of years.

Step 2 · Compound interest

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Compound interest is paid on the principal plus any interest already earned, so the amount grows faster each year. After $t$ years: Total = $P\left(1+\frac{r}{100}\right)^t$. This is a multiplier method — e.g. 3% growth means multiplying by 1.03 each year.

Step 3 · Comparing simple and compound

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Over 1 year, simple and compound interest give the same amount. After that, compound interest always earns more (or, for a loan, costs more) than simple interest at the same rate, because it builds on itself. The longer the time period, the bigger the gap.

Step 4 · Repeated percentage change

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You can also use the multiplier method for repeated percentage decreases (e.g. depreciation of a car), using $\left(1-\frac{r}{100}\right)^t$. You can also rearrange the compound interest formula to find $P$, $r$ or $t$ if you know the other values — e.g. finding how many years it takes an investment to double.

Worked example

£4,000 is invested for 3 years at 2.5% p.a. compound interest. Find the total value after 3 years, and compare it to simple interest at the same rate.

Compound: 4000×(1.025)3 = 4000×1.076890625 = £4,307.56 (2dp)
Simple: 4000 + (4000×0.025×3) = 4000+300 = £4,300
Compound interest earns £7.56 more than simple interest over the 3 years.

Test yourself

Past-paper style question

Aisha invests £2,500 in a savings account paying 3% per year compound interest.

(a) Calculate the value of her investment after 4 years, to the nearest penny.
(b) A different account pays 3% simple interest instead. Calculate how much more Aisha would have after 4 years with the compound interest account compared to the simple interest account. [5 marks]

Show the answer

(a) 2500×(1.03)4 = 2500×1.12550881 = £2,813.77 (2dp).

(b) Simple interest total = 2500 + (2500×0.03×4) = 2500+300 = £2,800. Difference = 2813.77 − 2800 = £13.77 more with compound interest.

Practice

Interest worksheet

Five short questions on interest. Work through them, then reveal the mark scheme to check.

  1. £1,200 is invested at 4% p.a. simple interest for 5 years. Find the total value.
  2. £3,000 is invested at 2% p.a. compound interest for 3 years. Find the total value to the nearest penny.
  3. A car costing £18,000 depreciates by 15% per year. Find its value after 2 years.
  4. Write down the single multiplier you would use for a 6% increase followed by a further 6% increase (two successive years).
  5. £5,000 is invested at a compound interest rate of r% for 2 years and grows to £5,304.50. Form an equation and find r.

Mark scheme

  1. Simple interest = 1200×0.04×5 = 240. Total = 1200+240 = £1,440.
  2. 3000×(1.02)3 = 3000×1.061208 = £3,183.62 (2dp).
  3. 18000×(0.85)2 = 18000×0.7225 = £13,005.
  4. 1.06×1.06 = 1.1236 (i.e. a single 12.36% overall increase, not 12%).
  5. 5000×(1+r/100)2 = 5304.50 → (1+r/100)2 = 1.0609 → 1+r/100 = 1.03 → r = 3%.
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