Bond
Invest a one-off lump sum for potential long-term
growth
With our investment Bond your lump sum can grow free of any
immediate liability to basic or starting rate Income Tax or Capital
Gains Tax. You might want to look into starting our savings Bond if
you've used up your ISA entitlement for this year, and have also
considered our Tax Exempt Savings Plan.
Potential for long-term growth over five years or
more
|
- Savings bonds are best viewed as a long-term investment, which
you should aim to keep for at least five years (or more) to gain
the full benefit. As there are no time restrictions on how long you
can keep your money in a savings bond, you can let it run for as
long as you want - giving your bond a better chance to benefit from
potential growth.
- The addition of bonuses is not guaranteed and therefore it is
possible that the Bond might not receive any annual and/or final
bonus.
- The value of your Bond is not guaranteed and you may not get
back the amount of your original investment.
- You should be aware that inflation will reduce what you can buy
in the future with the fund.
- Future legislation changes may affect the tax status of your
Bond.
|
Make a lump sum investment of between £1,000 and
£50,000
|
- You can invest a one-off lump sum of between £1,000 and
£50,000. Once you've opened your savings Bond, you cannot make any
additional contributions to it.
|
Option to make partial or regular
withdrawals
|
- You can make partial withdrawals of at least £250 from your
Bond savings at any time, provided the value of the remaining Bond
does not fall below £250. You can also make regular withdrawals, so
long as the value of your Bond savings is at least £5,000 when you
start making withdrawals. If the value falls below £5,000 you
cannot continue to make regular withdrawals. The maximum regular
withdrawal is 5% of your initial investment - not including any
bonuses that have been added.
- A Bank or Building Society account has greater certainty of
growth than a Foresters Bond.
|
Automatically become a Member and access great
benefits
|
- When you open your savings Bond with Foresters Friendly Society
you'll automatically get access to our unique range of social and
protection benefits - all at no extra cost
|
Download more
information on our Bond >>
- Send to a friend
- Print this page