Discounted Gift and Income Bond

From 1 June 2011, all onshore discounted gift and income trust business should be made using the Initial Allocation or Matched Charge variants of our Investment Bond.

The Discounted Gift and Income Bond will close to new business after 31 May 2011.

Any application for Discounted Gift and Income Bond must meet the following:

  • The related illustrations must be dated not later than 31 May 2011.
  • Clean applications and all supporting documents, including a medical questionnaire and an investment cheque, for nil or concurrent Discounted Gift and Income Bond cases must be with our New Business team at Dalkeith Road by 8 June 2011.
  • Where advanced underwriting is requested, the completed medical questionnaire must be with us by 8 June 2011. Underwriting must then be completed by 1 August 2011. All full application details and investment cheques must be received by our New Business Team at Dalkeith Road within 7 days of underwriting being completed and no later than 8 August 2011.

For all Discounted Gift and Income Trust new business you can now use our Investment Bond or Global Investor, which offer RDR friendly product charging options, supporting you through to 2013.

 

Investment BondGlobal Investor

As part of the Lloyds Banking Group, Scottish Widows is proud to be an Official Provider of the London 2012 Olympic and Paralympic Games.

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Scottish Widows plc, registered in Scotland number 199549. Registered office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows plc is authorised and regulated by the Financial Services Authority. Our FSA register number is 191517.

Scottish Widows Unit Trust Managers Limited, registered in England and Wales number 1629925. Registered office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Telephone: 0845 300 2244. Scottish Widows Unit Trust Managers Limited is authorised and regulated by the Financial Services Authority. Our FSA register number is 122129.

Clerical Medical Investment Group Limited, registered in England and Wales number 3196171. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ. Authorised and regulated by the Financial Services Authority. Our FSA register number is 181655.

CMI Insurance Company Limited. Scottish Widows is a trading name of CMI Insurance Company Limited. CMI Insurance Company Limited, registered in Isle of Man number 33520. Registered office in the Isle of Man at Clerical Medical House, Victoria Road, Douglas, Isle of Man, IM99 1LT.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. HBOS Investment Fund Managers Limited is authorised and regulated by the Financial Services Authority.

St Andrews Life Assurance plc, registered in England and Wales number 3104670. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ. Authorised and regulated by the Financial Services Authority. Our FSA register number is 189101.

Scottish Widows Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Scottish Widows Bank plc is authorised and regulated by the Financial Services Authority. Our FSA register number is 201601. The main business of Scottish Widows Bank is arranging, entering into and administering mortgages and accepting deposits.

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