A simple way to invest a lump sum for the years ahead
Our With-Profits Bond allows you to invest a lump sum in our with-profits fund. The fund aims to increase the value of your investment over the medium to long term through the addition of bonuses which may be paid depending on the performance of our with-profits fund.
It’s an easy way to invest for the future and any UK resident who is over the age of 16 can buy one. You can take out a single or joint life policy. You may also buy one for a child or grandchild under the age of 16.
Your money is combined with money from other investors and is invested in our with-profits fund in a mix of company shares, property and fixed interest gilts and bonds. This diverse portfolio helps to spread the risks and reduce the impact on the fund should any category of investment underperform.
Before applying please read ‘Your Policy Explained’ in the pack below which contains important information to help you decide if the policy is right for you.
Please note: To read or print a PDF file, you must have the Adobe Acrobat® Reader installed:
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We can explain all the important detail and the options available. Call us on: 0333 014 6244.
8am to 6pm Monday to Friday excluding bank holidays. Calls are recorded for training and quality purposes.
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