Adult Pure Endowment
| Overview | Key Facts | Key Features | How To Apply | Info Request |
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This is a regular savings plan designed to provide you with a lump sum at the end of a fixed term. You can choose any term between 10 and 25 years. A chance to provide yourself with a larger lump sum
Under current regulations you are allowed to invest up to £25 a month tax efficiently and sums in excess of this amount are invested in our standard fund.
How it works
As a traditional with-profits plan, regular bonuses may be added throughout the selected term.
Life cover is included
The policy also provides a minimum amount of life assurance as standard. This would pay a lump sum if you were to die at any time during the savings term.
Who is the policy for?
Anyone aged 17 next birthday and above can take out this product.
1. The Financial Services Authority (FSA)
The FSA is the independent watchdog that regulates financial services. It requires us to give you our services and costs disclosure document. Use this information to decide if our services are right for you. You can download the latest version of the document from our downloads page.
You can obtain a printable version of the document in
You can download the full key features for this product, the terms and conditions and the guide to how we manage our 'With Profits' business, from the links below:
You can apply in any of the following ways:
Please enter your details below, then click on the "Submit Details" button. Your Details
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