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Capital Growth Plan
PLEASE NOTE:
The society is no longer accepting any applications for Capital Growth Plans.
Existing plan holders are not affected and investments in the fund will carry on as usual.
The following is for information only.
Under current legislation, our Savings Plans benefit from tax concessions, making the returns even more valuable. Because of this valuable tax concession the Government limits monthly investment to £25 per person.
This plan is for adults from 16-70 years of age, providing a cash lump sum after ten years, with the option to leave the money in the fund to grow until the members 80th birthday.
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Key Benefits
- Premium Options - of £9, £18 or £25 per month, alternatively, £100, £200 or £270 per annum or special one off discount lump sum payments of, £860, £1720 or £2325.
- Life Cover - The savings plan also includes life cover of up to £2025, dependant on premiums paid.
- Investment - The fund is invested in the equities of leading UK companies, convertible stocks and fixed interest securities, aiming to provide long-term growth. Our fund managers are Tilney Fund Management.
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Or call us now on
01452 526 238
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