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For an appointment with a financial advisor for a financial review, call us on 0808 100 3572† quoting ref: INV1N

Investments


Managing your finances doesn’t just mean taking care of your money today; it also means looking after your future. We offer a range of investments tailored to suit you, supported by a dedicated financial advice service.

Investments

Guaranteed Account

Your money works hard...but you can relax, your capital is guaranteed. Invest in a fixed term deposit plan for six years, provided by Credit Suisse.
Term Product details
6 Year Guaranteed Capital Account
  • 12.50% gross minimum guaranteed at the end of six years.
Or
  • 75% of any growth in the FTSE™ 100 Index, whichever is greater.

Features and benefits

  • Invest from £3,600.
  • Available as a Cash ISA.
  • Guaranteed return on your investment after six years.
  • These offers are available from 25 November 2008 to 12 January 2009.

You should only consider this product if you are willing to hold it for the full term. If you need to take some or all of your money out before the end of the term, you will receive back less than you originally invested.

Our advisors are trained to help you understand your investment and protection needs, so why not make an appointment for a financial review.

Call us on 0808 100 3692† to make an appointment with a financial advisor in your local branch.

Savings products summary

Or let us call you to make an appointment in your local branch at a time that suits you.

Savings and Investment Plan

Discover short term savings from Alliance & Leicester and investment growth potential, over five years or more, from Legal & General with a Savings and Investment Plan.

Features and benefits

  • An Alliance & Leicester Fixed Rate Savings Bond, which offers a guaranteed rate of interest in the short term.
  • A Legal & General investment bond, which offers potentially higher returns than a typical deposit account over the medium to long-term. Unlike a deposit account, capital in the bond may fall as well as rise. Its value and the level of income is not guaranteed and you may not get back your original investment.
  • Of the total initial investment, at least 70% must be invested in the Legal & General investment bond.
  • This is subject to availability, so act now.
  • The 1 Year Fixed Rate Bond matures on the anniversary of the bond. A minimum investment of £1,000 over 1 year is required for the Fixed Rate Bond and a minimum of £5,000 is required for the Legal & General investment bond.
  • You should consider the investment bond a medium to long term investment for at least five years, ideally longer. Charges will be applied if you cash in the bond in the first five years¹.

Our advisors are trained to help you understand your investment and protection needs, so why not make an appointment for a financial review.

Call us on 0808 100 3692† to make an appointment with a financial advisor in your local branch.

Savings products summary

Alternatively let us call you to make an appointment in your local branch at a time that suits you.

1Also charges may apply when you cash-in the bond in certain other circumstances.

Portfolio Bond

Make your money work harder for you over five years or more with a Portfolio Bond from Legal & General.

Features and benefits

  • Invest from £5,000, for five years ideally longer.
  • Potential for income, growth or a combination of the two over the longer term.
  • Medium to long term investment (at least five years, ideally longer).
  • A flexible investment framework, enabling you to invest in a range of assets such as shares, fixed interest securities, commercial property and cash.
  • Access to a wide range of leading investment companies including Artemis, F&C, First State, Gartmore, Henderson, Investec, INVESCO, Jupiter, M&G, Legal & General, New Star, Schroders, and Threadneedle.
  • Both capital and income values of the Portfolio Bond may go down as well as up and are not guaranteed. You may get back less than you invested and charges may be applied when you cash in the bond.

Our advisors are trained to help you understand your investment and protection needs, so why not make an appointment for a financial review.

Call us on 0808 100 3692† to make an appointment with a financial advisor in your local branch.

Alternatively let us call you to make an appointment in your local branch at a time that suits you.

Unit Trusts / OEICs

Invest in the stock market the simple way with a Unit Trust / OEIC from Legal & General.

Features and benefits

  • Invest a lump sum from just £500 or £50 a month, with no maximum limit.
  • Many Unit Trusts / OEICs invest in a wide range of companies.
  • Exposure to the UK and/or worldwide stock markets.
  • Please remember that the value of an investment is not guaranteed and may go down as well as up. Exchange rate variations may cause the value of overseas investments to increase or decrease. You may get back less than you invested. You can invest your money for as long as you like, ideally a minimum of five years, or longer.

Our advisors are trained to help you understand your investment needs so why not make an appointment for a financial review.

Call us on 0808 100 3692† to make an appointment with a financial advisor in your local branch.

Alternatively let us call you to make an appointment in your local branch at a time that suits you.

ISAs

Find out how an Individual Savings Account can earn you a higher return on your money, with tax-efficient savings from Legal & General.

Features and benefits

  • A wide range of tax-efficient Unit Trust ISA's through Legal & General.
  • Start with a lump sum of £500 or £50 a month.
  • Invest up to £7,200 in a stocks and shares ISA each tax year.
  • Over 40 UK and global ISAs to choose from to suit your individual needs.
  • Invest for income, growth or both.
  • The favourable tax treatment of ISAs could be subject to future statutory change. Your capital and returns are not guaranteed. This means the value of your investment and level of income may go down as well as up, so you may not get back all you invested.
  • You can invest your money for as long as you like, ideally a minimum of five years, or longer. Exchange rate variations may cause the value of overseas investments to increase or decrease.

Our advisors are trained to help you understand your investment needs so why not make an appointment for a financial review.

Call us on 0808 100 3692† to make an appointment with a financial advisor in your local branch.

Alternatively let us call you to make an appointment in your local branch at a time that suits you.


†Our phone lines are open Monday to Friday between 8am and 9pm and Saturday between 8am and 4pm. Calls are free from UK landlines, but calls from a mobile phone may be different. Calls are recorded and may be monitored for security, quality control and training purposes. Booking representatives can book appointments at the customer’s local branch but do not have access to any customer details and are unable to provide product information.

Important Information


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