Investment Bond could be for clients who
- Want flexibility in their choice of funds
- Are UK residents up to 80 years old
- Are aged 18 years or over
- Want to invest a minimum of £10,000
- Are looking for an estate planning solution
- Wish to invest for growth or income or a combination of the two
Features & benefits
Not for your client?
Take a look at our other investment option: Trusts.
The Investment Bond has been designed so that it offers you and your clients flexibility and choice.
- A choice of charging structures
- The ability to make withdrawals
- The option to invest for growth or income, or a combination of the two
- A wide choice of investments
- Life cover, including accidental death benefit
- For tax and estate planning
Features & benefits
Take a look at our technical articles, factsheets and case studies on bond tax and tax planning with bonds.
We have an extensive range of funds for you to offer your clients, giving
- The ability to invest in a wide range of investment funds from many well-respected fund managers
- A choice of unit-linked life funds
- Life funds that cover a range of risk profiles
- Natural income, available from our income-producing funds
- Distribution Fund
- Managed Income Fund
- Equity High Income Fund
Please see the Investor's guide and the Onshore bonds fund availability and charges leaflet for more details.
View fund performance, fund prices and fund factsheets.
Online services
Complete a range of tasks quickly and easily using eServices, from setting up new business to servicing your existing clients
Literature
Download sales aids, application forms, key features, adviser and client guides from our Investment Bond literature.
Tools and calculators
Our online tools and calculators can help you make clear recommendations, including reports, to support your recommendations and an audit trail for compliance purposes
