Children’s Tax Exempt Plan
Tax free savings
A simple way to build up a nest egg for your children or grandchildren. Tax rules may change and depend on individual circumstances. Capital at risk.
- A tax-free lump sum for your child’s future
- Pay in just £25 every month
- Choose when you want your child to receive the money
- Your child will have access to Membership Benefits at no additional cost
Tax rules may change and depend on individual circumstances. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Tax rules may change and depend on individual circumstances. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Tax Exempt Savings Plan
An additional tax-free allowance
Save regularly and tax-free with a long-term plan that includes life cover. Tax rules may change and depend on individual circumstances. Capital at risk.
- A 10 year tax-free investment plan
- Affordable saving of £25 per month over 10 years
- Available to anyone aged between 16 and 74
- Handy access to Membership Benefits at no additional cost
Tax rules may change and depend on individual circumstances. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Tax rules may change and depend on individual circumstances. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Savings & Investment Plan
A simple way to save regularly
Save from £26 to £260 per month over 10 years. Capital at risk.
- Save from £26 to £260 per month
- A way to maximise tax-efficient savings
- Save over a 10 year term with option to extend
- Handy access to Membership Benefits at no additional cost
Tax rules may change and depend on individual circumstances. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Tax rules may change and depend on individual circumstances. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Junior ISA Top Ups
Simple and tax-free.
Top up your child’s Junior ISA to make the most of their £9,000 annual allowance. Tax rules may change and depend on individual circumstances. Capital at risk.
- Invest up to £9,000 each tax year
- You, and your friends and family can save regularly or pay in lump sums
- Has the potential to earn annual and final bonuses
- Your child will have access to Membership Benefits at no additional cost
Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Lifetime ISA Top Ups
With more potential for growth
Top up to make the most of your £4,000 annual Lifetime ISA allowance and enjoy a 25% government bonus each year. Tax rules may change and depend on individual circumstances. Capital at risk
- Receive a 25% government bonus on your savings each year
- Save regularly from £50 per month and/or pay in lump sums
- Save up to £4,000 a year towards your first home or your retirement
- Has the potential to grow with annual and final bonuses from us too
- Handy access to Membership Benefits at no additional cost
Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Stocks & Shares ISA Top Ups
Tax-free and flexible
Enjoy more potential for growth with annual and final bonuses. Tax rules may change and depend on individual circumstances. Capital at risk.
- Invest up to £20,000 in the current tax year
- Save regularly from £50 per month and/or invest lump sums
- Has the potential to grow with annual and final bonuses from us too
- As a member, you have access to Membership Benefits at no additional cost
Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
We’re here for you
If you have any questions about our products or member benefits please let us know. We’re here to answer any questions you may have and our UK based team are available Monday to Friday 9 am to 5 pm.