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Tax Exempt Savings Plan

Applying by post

Download a Tax Exempt Savings Plan application form

Send your application today and we will set up the plan for you within 7 days. You will receive a written confirmation within 10 working days.

What will I need to apply by post?

To complete the application form you will need the following information:

  • For Direct Debit payments - Your UK bank account name, number and sort code
  • For Pay Deductions (if your employer allows) - Your payslip

You cannot take out a Tax Exempt Savings Plan if you already hold one with POIS or any other Friendly Society.

Please remember that we do not offer financial advice. If you would like to speak to a Financial Advisor regarding the suitability of this plan please do, however they may charge for their advice. 

Application Download

Please tick to confirm that you have read and understood the Key Features for this product before downloading the application form:

Key Information Document

Important Information

Download Application

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