Discounts for other investments.
We can arrange other types of investments. These include investment bonds, pensions and endowment savings plans.
The following are examples of savings available to you. If we haven’t included the investment you want, please call us. We’ll be more than happy to let you know if we can help you to save money.
Please click on a heading to open and close each section.
» With-Profits/Distribution/Unit Linked Investment Bonds
Generally, we offer a 4% saving on these bonds. The saving is usually by enhancing the value of your investment. This is in addition to enhancements sometimes offered by the investment company.
Please note that we are happy to negotiate bigger savings for investments greater than £25,000.
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» Venture Capital Trusts
Please call for details as savings vary. Generally, savings take the form of cash rebates of between 1% and 2% of the amount you invest.
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» Stakeholder/Personal Pensions*, including SIPPs
Please contact us for details of savings we can make available for you.
* For stakeholder/personal pensions and endowment savings plans we need the following information: the amount you want to save, the frequency and length of time you want to save, your date of birth, whether you smoke and your general state of health. We need this to provide personal illustrations.
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» Endowment Savings Plans*
We usually arrange for half of our initial commission to reduce the overall costs of setting up endowment savings plans.
* For stakeholder/personal pensions and endowment savings plans we need the following information: the amount you want to save, the frequency and length of time you want to save, your date of birth, whether you smoke and your general state of health. We need this to provide personal illustrations.
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