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Contact us today on: 01924 240164 | enquiries@kingstonunity.co.uk

Intermediaries

Keep up the good habits with a £200 Cash Boost when you transfer your ISA to Kingston Unity

As one of our valued members and someone who is already in the habit of saving, we thought you should be the first to know about our exciting Cash Boost offer.

From 1st October to 3rd December 2018, transfer an existing ISA to us with a lump sum of £6,000 or more and we will credit your ISA with a £100 Cash Boost for doing so. Transfer with £12,000 or more and we will double your Cash Boost to £200, Terms and Conditions apply.

Request your free ISA information pack

Decide how you would like your product information and application pack sent to you.

Download application pack

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A few reasons to consider the Kingston Unity Investment ISA

Easily transfer another ISA to us - Receive up to £200 when you transfer between 1st October and 3rd December.
Better than Cash returns - Our Investment ISA has delivered a greater performance than Cash ISA interest since its launch in 2014.
Money back guarantees on the 10th anniversary or subsequent 5th anniversary of your investment.
Surplus profits are returned to our members as an annual bonus. Bonuses are not guaranteed but once added, cannot be removed.
Death benefit - receive 101% of your ISA's value.
Your ISA is protected by the Financial Services Compensation Scheme up to £50,000.

Make the most of your Society with our Autumn Cash Boost Offer

Our Investment ISA has beaten Cash ISA rates since its launch. Make the most of your ISA savings with the Kingston Unity Investment ISA and receive our Cash Boost of up to £200 when you transfer.

For any further details on any of our products please get in touch:

Request your free ISA application pack

Request your free ISA application pack

Decide how you would like to receive your free application pack

Download Application Pack

You'll need a printer

Please Note: You must confirm you have read the key facts, before downloading this document.

Key Facts about our services and costs

1. The Financial Conduct Authority (FCA)

The FCA is the independent watchdog that regulates financial services. This document is designed by the FCA to be given to consumers buying certain financial products. You need to read this important document. It explains the service you are being offered and how you will pay for it.

2. Whose products do we offer?

We offer products from the whole market

We only offer products from a limited number of companies

We only offer our own products

3. Which service will we provide you with?

We will advise and make a recommendation for you after we have assessed your needs.

You will not receive advice or a recommendation from us. We may ask some questions to narrow down the selection of products that we will provide details on. You will then need to make your own choice about how to proceed.

We will provide basic advice on a limited range of stakeholder products and in order to do this we will ask some questions about your income, savings and other circumstances but we will not:

conduct a full assessment of your needs;
offer advice on whether a non-stakeholder product may be more suitable.

We can only offer products from Kingston Unity Friendly Society. These products will enable you to:

protect yourself and your loved ones in the event of death
save and invest with the added benefit of protecting yourself and your loved ones in the event of death
provide benefit cover in the event of sickness

4. What will you have to pay us for our services?

Normally, if you buy a financial product direct from us, there will be no payments such as commission or fees payable. If there are any commission or fees payable, we will tell you how we get paid and the amount before we carry out any business for you.

5. Who regulates us?

Kingston Unity Friendly Society, 9 Navigation Court, Calder Park, Wakefield, WF2 7BJ is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and .the Prudential Regulation Authority. Kingston Unity Friendly Society’s FCA Registered Number is 110056.

Kingston Unity Friendly Society permitted business is advising and arranging life assurance and pensions business.

You can check this on the FCA’s Register by visiting the FCA’s website www.fsa.gov.uk/register or by contacting the FCA on 0845 606 1234.

6. What to do if you have a complaint

If you wish to register a complaint, please contact us:
…in writing Write to Kingston Unity Friendly Society, Complaints Department, 9 Navigation Court, Calder Park, Wakefield, WF2 7BJ. …by phoneTelephone (01924) 240164

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

7. Are we covered by the Financial Services Compensation Scheme (FSCS)?

We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Most types of insurance business are covered for 90% of the claim with no upper limit.

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