Regular Savings Plans for Adults
 |
Tax Exempt Savings PlanTake advantage of this extra government tax break by saving on a regular basis to build a really useful cash sum.
Tax Exempt Savings Plans are unique to Friendly Societies. They include a guaranteed minimum return on maturity, providing of course that all of the contributions have been paid and life cover.
Whilst the Tax Exempt Savings Plan limit is £25 per month per person, you can save more into our Standard Savings plan, or individual Tax Exempt Savings Plans can be taken for each family member.
|
 |
Standard Savings PlanBecause of the unique tax advantages of Friendly Society Tax Exempt Savings Plans the government limits the amount you save to £25 per month.
If you want to save more than this on a regular basis you can invest in one of our Standard Savings Plans.
There is still a guaranteed minimum return and life cover, as well as the opportunity to build an even bigger cash lump sum for the things you want.
More importantly these are qualifying life policies which means that the return you receive is free of income tax and capital gains tax.
|
 |
Pure Savings PlanHealthy Investment's Pure Savings Plan is very similar to our Tax Exempt and Standard Savings Plans.
The investment grows through the regular bonuses that we add and there is a guaranteed minimum return, provided all of the premiums are paid.
The first £25 you invest in a Pure Savings Plan is Tax Exempt.
However the Pure Savings Plan does not include the life assurance that comes with our traditional Tax Exempt and Standard Savings Plans.
|