Adult - Standard Savings Plans
If your clients want to save a bit more than £25 a month, then one of our Standard Savings Plans could be perfect. We’ll agree a guaranteed minimum return that they’ll get when the plan matures, as long as they’ve kept up their contributions and our Key Information Document will show them what they might receive.
A tax efficient way to save
With a Healthy Investment Standard Savings Plan, any proceeds your client gets on maturity are paid to them free of income tax and capital gains tax. It means they can now build a guaranteed cash sum on maturity of up to £50,000 - a great way to minimise their tax liability.
It’s not always easy to remember to save, but the Healthy Investment Standard Savings Plan commits your client to putting away the same amount every month - a great way to build their fund gradually.
We’ve found that these kind of savings accounts are really popular with clients - they may remind your clients of the kind of savings schemes their parents had when they were a child.
It has been very reassuring dealing with the same team members at Healthy Investment for the past 4 or 5 years. The phone always gets answered when you call and emails are always replied to. Everyone we have dealt with has been very prompt and clear in communication, friendly and professional. It makes a huge change from the majority of… Read more “It has been very reassuring”
Any UK resident can invest in a Healthy Investment Standard Savings Plan providing the plan matures before they are 65.
You might consider this plan if your client already has savings in a bank or building society and are now looking to put some money in to an investment which includes life cover, has some risk but potentially higher returns and the proceeds of which are paid tax free.
You might consider this plan if your client has already used their friendly society Tax Exempt Savings Plan limit of £25 per month and you want to invest more in to a similar policy.
Save from as little as £10 per month or a maximum of £275 per month (If they are already using their £25 per month Tax Exempt allowance).
They can have their Standard Savings Plan mature on a specific date, or simply select a term between 15-25 years, providing it matures before their 65th birthday.
Depending on the term chosen they should see this as a medium or long term investment.
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Recommending and submitting business to Healthy Investment is easy. There are a number of options and all of our products can facilitate the payment of your fees.
All of the financial advisers we work with have their own dedicated Healthy Investment Business Development Executive.