Foresters Bonus Statement Incentive

How else can we help you?

As a valued member if you take out a new plan with us quoting BONUS 2020        by 30th September 2020, we’ll send you a £40 M&S Gift Card to say thank you. T&Cs apply.

Our products at a glance

Junior ISA

Simple and tax-free

A Stocks & Shares ISA, which also offers the potential of a yearly and final bonus.

  • A simple way of saving for your child’s future
  • You, and your friends and family can save regularly or pay in lump sums
  • Transfer an existing Junior ISA or Child Trust Fund to Foresters
  • Has the potential to earn annual and final bonuses
  • Your child will have access to Foresters Membership Benefits at no additional cost

Your child may get back less than you have paid in. Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

£40 M&S Gift Card

when you take out a new plan by 30th September 2020. Terms & conditions apply

Child Tax Exempt Savings Plan

Guaranteed tax-free sum

A long-term savings plan that guarantees a cash sum, completely tax free.

  • A tax-free lump sum for your child’s future
  • Has the potential to grow with annual and final bonuses
  • Pay in just £25 every month
  • Choose when you want your child to receive the money
  • Your child will have access to Foresters Membership Benefits at no additional cost

Guarantee subject to contributions being maintained for full term. Tax rules may change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

£40 M&S Gift Card

when you take out a new plan by 30th September 2020. Terms & conditions apply

Stocks & Shares ISA

Tax-free and flexible

Enjoy more potential for growth with annual and final bonuses. All tax-free.

  • Put in up to £20,000 in the 2020/2021 tax year
  • Save regularly from £50 per month and/or invest lump sums
  • It’s simple to transfer an existing ISA into a Foresters ISA
  • Has the potential to grow with annual and final bonuses from us too
  • Handy access to Foresters Membership Benefits at no additional cost

You may get back less than you have paid in. Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

£40 M&S Gift Card

when you take out a new plan by 30th September 2020. Terms & conditions apply

Lifetime ISA

With more potential for growth

Save for your first home or for when you retire – tax-free savings, with a 25% government bonus each year.

  •  Get a welcome 25% government bonus on your savings each year
  • Available for 18-39 year olds
  • Save regularly from £50 per month and/or pay in lump sums
  • Save up to £4,000 a year towards your first home or your retirement
  • Has the potential to grow with annual and final bonuses from us too
  • Transfer Help To Buy or other ISAs to a Foresters Lifetime ISA
  • Handy access to Foresters Membership Benefits at no additional cost

You may get back less than you have paid in. Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

£40 M&S Gift Card

when you take out a new plan by 30th September 2020. Terms & conditions apply

Tax Exempt Savings Plan

An additional tax-free allowance

Save regularly and tax-free with a long-term plan that offers a guaranteed return.

  • Enjoy a guaranteed tax-free cash sum
  • Has the potential to grow with annual and final bonuses from us too
  • Affordable saving of £25 per month
  • Choose how long you wish to save for from 10 to 25 years
  • Handy access to Foresters Membership Benefits at no additional cost

Guarantee subject to contributions being maintained for full term. Tax rules may change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

£40 M&S Gift Card

when you take out a new plan by 30th September 2020. Terms & conditions apply

Investment Bond

Tax-efficient, long-term growth

Invest a one-off lump sum – between £5,000 and £150,000 for potential long-term growth.

  • Make a one-off investment of between £5,000 and £150,000
  • Make tax efficient, regular or one-off withdrawls
  • You won’t pay basic rate tax on the Bond’s return
  • Invest for the medium to long term
  • Can be opened in joint names
  • Potential for your investment to grow with annual and final bonuses
  • Handy access to Foresters Membership Benefits at no additional cost

You may get back less than you have paid in.  Tax rules might change and depend on individual circumstances. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

£40 M&S Gift Card

when you take out a new plan by 30th September 2020. Terms & conditions apply

Over 50s Life Cover

Guaranteed acceptance

Give your family security with a guaranteed cash payout.

  • Guaranteed cash pay-out after 2 years, or from day 1 for accidental death
  • Pay fixed premiums that never increase, from just 33p a day
  • Guaranteed acceptance, no medical required
  • You can apply if you’re aged 50 – 80
  • Has the potential to grow with annual and final bonuses
  • Handy access to Foresters Membership Benefits at no additional cost

Your premiums must be paid until you reach age 85, when you will stop paying premiums but your life cover will continue. Bonuses are not guaranteed. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

£40 M&S Gift Card

when you take out a new plan by 30th September 2020. Terms & conditions apply

Prepaid Funeral Plan

For peace of mind

Plan your funeral today to save your family money and worry in the future.

  • Save loved ones time, money and stress
  • Choose from four funeral plans
  • Guaranteed acceptance if you’re over 50
  • Make a single payment or spread the cost over 12 months
  • Plan is provided by Dignity, a name you can trust
  • Handy access to Foresters Membership Benefits at no additional cost

Looking after our own

Being part of Foresters Friendly Society also means you can take advantage of some wonderful member benefits. From helping with healthcare to educational grants, we like to look after our family.

Find out more

We’re here for you

Investing in this. Lump sums for that. It’s sometimes hard to take everything in. Don’t worry; we’re here to answer any questions you may have (lines are open Monday to Friday 9 am to 5 pm).

Call free on 0800 988 2418