Investment Bond

Investment Bond overview

The Investment Bond is a lump sum investment for use over the medium to long term – at least 5 to 10 years. It provides an element of life cover along with the potential for capital growth whilst still allowing you to make withdrawals from your investment.

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). This type of investment does not offer any guarantees.

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