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Investment Bond

  1. Overview
  2. In detail
  3. FAQs
  4. Apply

Investment Bond overview

The Investment Bond is a lump sum investment providing an element of life cover and the potential for capital growth, whilst still allowing you to make withdrawals from your investment. There’s no set investment period for the bond. It's been designed as a medium to long-term investment (at least five to ten years), though you can keep it for as long as you want.

Features & benefits

  • Set up regular income payments
  • Choose from a wide variety of investment funds
  • Switch funds – currently free of charge
  • Life cover of up to 101% of the value of the bond (increased to 110% in cases of accidental death)
  • Extensive range of trusts for inheritance tax planning

Eligibility

  • Minimum investment of £10,000
  • Minimum age of 18 for plan holder
  • You need to be a UK resident, including corporations and trustees

The value of your bond can fall as well as rise depending on investment performance (and currency exchange rates where a fund invests overseas) and you could get back less than you invested. This type of investment does not offer any guarantees.

Charges, limits and terms may change from time to time.

Investment Bond in detail