Saving for you

Because life is for living

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 towards reaching your goals.

If you are saving for a new home, a dream holiday, that classic car, your retirement or want to help your kids through university, our savings and investment plans are designed to help you get there.

Savings and Investment Plan

Build a nest egg for your future.

Save regularly from £26 to £260 per month for 10 years through our POIS brand. Capital at risk.

  • Affordable saving from £26 to £260 per month
  • A way to maximise tax-efficient savings
  • Invest for 10 years with option to extend
  • Handy access to Membership Benefits at no additional cost

Tax rules may change and depend on individual circumstances. The value of the plan may fall as well as rise and you may get back less than you have paid in. Member benefits are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.

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

Tax Exempt Savings Plan

An additional tax-free allowance

Save regularly and tax-free with a long-term plan through our POIS brand. Tax rules may change and depend on individual circumstances. Capital at risk.

  • Affordable saving of £25 per month
  • Invest for 10 years
  • Has the potential for long-term growth
  • Handy access to Membership Benefits at no additional cost

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

Tax rules may change and depend on individual circumstances. Member 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.

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.

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.

Future security – all the help you need

Where’s the best place to invest a one-off sum? What gives me the best guaranteed return? Our resources hub has a range of blogs, articles and guides to help you better understand finances and the options to save for your future.

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