Investment Savings

Our investment products and funds are designed to cover a range of client needs and risk profiles.

Products

For details on our Select Portfolio Bond and past investment products.

Funds

See our range of funds and their charges and prices.

Tax, trusts and estate planning

A range of solutions to suit your clients’ needs.

Literature and forms

Policy servicing forms and literature to assist your clients.

With Profits Fund

Find out details of the latest bonus rates for all our with profits plans.

Life distribution rates

The latest and historic distribution rates for our bond life funds.

Disclaimer

This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.