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 Top Ups

Tax-free and flexible

Top up and enjoy more potential for growth with annual and final bonuses. Tax rules may change and depend on individual circumstances. Capital at risk.

  • Put in up to £20,000 in the 2024/2025 tax year
  • Save regularly from £50 per month and/or invest lump sums
  • Has the potential to grow with annual and final bonuses from us too
  • As a member you have access to Foresters Membership Benefits at no additional cost

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.

Tax rules might change and depend on individual circumstances. Bonuses are not guaranteedMember benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

Investment Bond

Tax-efficient, long-term growth

Invest a one-off lump sum – between £5,000 and £150,000 for potential long-term growth. Tax rules may change and depend on individual circumstances. Capital at risk.

  • 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

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.

Tax rules might change and depend on individual circumstances. Bonuses are not guaranteedMember benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

Junior ISA Top Ups

Simple and tax-free

Top up your child’s Junior ISA to make the most of their £9,000 annual allowance. Capital at risk.

  • Invest up to £9,000 each tax year
  • You, and your friends and family can save regularly or pay in lump sums
  • Has the potential to earn annual and final bonuses
  • As your child is a member, they have access to Foresters Membership Benefits at no additional cost

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.

Tax rules might change and depend on individual circumstances. Bonuses are not guaranteedMember benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

Lifetime ISA Top Ups

With more potential for growth

Top up to make the most of your £4,000 annual Lifetime ISA allowance and enjoy a 25% government bonus each year. Tax rules may change and depend on individual circumstances. Capital at risk

  • Receive a 25% government bonus on your savings each tax year
  • 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
  • As a member you have access to Foresters Membership Benefits at no additional cost

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.

Tax rules might change and depend on individual circumstances. Bonuses are not guaranteedMember benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

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.