An investment plan is only as good as the people behind it. Our plans allow you to invest in a range of funds and are managed by our award-winning team, named Investment Team of the Year at the 2023 Insurance Asset Risk Awards.

Bear in mind investment values and any income can go down as well as up. You could get back less than you invest.

Our investment plans

Capital Investment Bond

The Capital Investment Bond (CIB) is designed to help you plan for the future, providing the potential for capital growth and income.

  • Invest a lump sum of £7,500+
  • Invest in a choice of 14 funds including our With Profits Fund
  • Switch funds up to 12 times a year
  • Can be held in trust to help with inheritance tax planning

Flexible Savings Plan

Want to be flexible with your investment? Our easy-to-manage Flexible Savings Plan allows you to mix regular and one-off payments.

  • Invest from just £100 per month
  • Add lump sums of £500 or more at any time
  • Invest in a choice of 14 funds including our With Profits Fund
  • Can be held in trust to help with inheritance tax planning