Adults Savings Plans
We offer a range of ethical savings and investments products for adults - including Tax Exempt Savings Plans which are only available from friendly societies. They’re a great way to save for a guaranteed cash sum for you or your children. All of our Savings Plans are With-profits policies that give you an exposure to stocks and shares, government and corporate bonds, property and bank deposits, and include important guarantees.
Unique to friendly societies like ours, these plans are a great way to take advantage of an extra government tax break. It means you can put money into your savings on a regular basis and gradually build a really useful cash sum for you or your children.
Our Standard Savings Plans are a handy alternative if you want to save more than £25 a month (the government limit for Tax Exempt Savings Plans). You’ll still get a guaranteed minimum return, of up to £50,000, and life cover. Qualifying life policies mean that the return you’ll receive is free of income tax and capital gains tax.
Without Life Cover
These unique policies - which allow you to invest up to £25 a month tax free - mean you can grow your investment through bonuses, still get a guaranteed minimum return - but without the life assurance that comes with our traditional Tax Exempt and Standard Savings Plans.