Investment Bond performance - POIS

A real-life example

A £10,000 Investment Bond taken out on 1st November 2008 and surrendered on 1st November 2018 received a pay out of £17,123.95, on the basis of no earlier withdrawals being taken. This is total growth, after charges, of 71.2% or 5.5% per annum.

Past performance should not be seen as a reliable indicator of future results and the addition of annual and final bonuses is not guaranteed.

  • The final bonus rate is based on the year the money was invested into the plan and can change at any time.
  • The above graph is provided for information purposes. The potential for future bonuses depends on the performance of the Order Insurance Fund and how we distribute any profit.