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 >>

 

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