Tax Exempt Savings Plan Application

The Tax Exempt Savings Plan is available to UK residents aged 16 to 74 and contributions must be paid from a UK bank account.

Our Tax Exempt Savings Plan is provided by POIS who are a part of Foresters Friendly Society.

Monthly contributions

£25 per month

What will I need to apply online?

Your National Insurance Number
UK bank account name, number and sort code

Please check this box.

I confirm I have read and understood the following documents:

Key Information Document and Important Information

You’ll now be redirected to our POIS Tax Exempt Savings Plan secure application page.

Start your application

Please note

If contributions cease after the 30 day cancellation period (the ‘your right to change your mind’ period), in the first year the plan will be closed and the value of the units less an early surrender charge, if any, will be paid to you.

You cannot hold a Friendly Society Tax Exempt Savings Plan with combined contributions (including that of this plan) in excess of £25 per month.

We do not offer financial advice. If you would like to speak to a Financial Adviser regarding the suitability of the Tax Exempt Savings Plan please do, however they may charge for their advice.

Once your application has been submitted, you will be sent information about your right to change your mind. You can read details of our cancellation and refund policy here.

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