Invest With Confidence
Save with confidence in a mutual Society that has been helping Members secure their long - term financial futures for over 178 years.
A financial community with expertise in investment management, all for your long term financial benefit
Learn where we invest our With Profits fund
Other Important Information
Under current legislation, any gains, including any 5% partial withdrawals from this Investment Bond will be chargeable for tax on the Bond’s closure. Tax should only be payable if when you withdraw this Bond, you are in a higher tax band or if the proceeds push you into a higher tax band. Basic Tax has already been paid on this fund.
If you withdraw more than 5% in any one year, that will trigger a chargeable event for that year, for tax purposes.
Tax legislation may change in the future. If you’re in any doubt, please take advice from a professional tax advisor – you may be charged for this advice.