Investing a Lump Sum

 

They say money can’t buy happiness.  It’s true, but sometimes it can help you do the things you love in the future.  Our range of savings and investment plans can help you and your family reach your goals.

 

 

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.

Up to £70 M&S Gift Card

when you open a new Stocks & Shares ISA with a £5,000+ investment online, or transfer by post. 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.

Up to £70 M&S Gift Card

when you take out an Investment Bond online. Terms & conditions apply

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.

£50 M&S Gift Card

when you open a new Junior ISA with a £4,000+ investment online, or transfer by post. 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 open a new Lifetime ISA with a £4,000 investment online or transfer by post. Terms & conditions apply

Not sure which product works for you?

Everyone wants something different from his or her financial products. Spend a few moments to find out which ones might be best for you.