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Saving & Investing

Start saving, tax-free, for your future with our regular savings plans

Perhaps there's a specific event you'd like to save for like a daughter's wedding or you'd like to treat your partner to a really special holiday once you retire?  With our range of mid to long term regular savings plans you can put money aside each month, even if you just want to save for a rainy day or to build up a lump sum for your future.

Helping you reach your financial goals – Foresters savings resources

Reaching savings goals can be one of the most rewarding achievements for families, and at Foresters Friendly Society we take great pride in supporting you and your financial targets.

It’s with this in mind that we’ve developed a range of informative guides and resources to help you in your decision making, like those listed below.

 • Foresters Fred takes to the screen in this short video to explain the difference between a friendly society and other financial providers?

 • It’s a scientific fact that saving money makes you happier! Read our Successful saving made simple guide to find out why.

 • If you want to save more money but are not sure where to start, our Working out a budget blog could help you get back to basics and set a plan.

 • How much will you need to live the life you want when you retire?  Our retirement calculator may be just what you need to decide how much you’ll need to fund your future.

We believe it's important for people to rediscover the importance of long-term savings, however with so many demands on your income it can be difficult to set aside a regular amount.  Foresters has a number of affordable products, some of which require a saving of as little as just £25 a month.

Why not try our saving calculators to see how much you could save?

 • Find out how much you are guaranteed to get back after saving with our Guaranteed Savings Plan – start calculator

 • See how tax free savings can help you reach your saving and investment goals with our Tax Exempt Savings Plan – open calculator

As a Foresters member, you will qualify for Foresters Extras, a range of benefits offered at no extra cost. These include discretionary grants, such as Dental and Optical Grants and a GP Consultation Service.

Find out more about our member benefits

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Stocks & Shares NISA

Stocks & Shares NISA

Keep your pennies from the taxman! Flexible tax-free saving with the potential for growth

  • Potential for annual & final bonuses to grow your NISA
  • Save regularly or pay in lump-sums
  • It's easy to transfer an existing NISA

You may get back less than you have paid in. Tax rules might change and depend on individual circumstances.

Find out more

Guaranteed Savings Plan

Guaranteed Savings Plan

A secure savings plan with a guarantee to receive back more than you've paid in

  • Save from £50 to £100 a month
  • Guaranteed return - taking less risk with your money
  • Potential for bonuses to increase the plan's value further

The guarantee is subject to all monthly contributions being maintained for the plan's full term.

Find out more

Tax Exempt Savings Plan

Tax Exempt Savings Plan

An additional tax-free allowance so you can save regularly with a guaranteed return

  • Save £25 a month
  • Guaranteed to get back at least what you've paid in
  • Potential for bonuses to increase the plan's value further

Guarantees subject to contributions being maintained for full term. Tax rules might change and depend on individual circumstances.

Find out more

Investment
Bond

Investment 
Bond

Invest a one-off lump sum for potential long-term growth with an Investment Bond

  • Invest a lump sum between £1,000 and £150,000
  • You won't pay basic rate tax on the Bond's return
  • Make tax efficient, regular or one-off withdrawals

You may get back less than you have paid in.  Tax rules might change and depend on individual circumstances.

Find out more

Inherited ISA Allowance Plan

Inherited ISA Allowance Plan

Invest your tax-free inherited ISA allowance in our flexible Stocks & Shares ISA

  • The plan does not affect your personal ISA allowance
  • Pay in lump-sums or make regular top ups
  • Take regular or one-off withdrawals when you need the money

You may get back less than you have paid in.  Tax rules might change and depend on individual circumstances.

Find out more
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