Adviser Centre

With Profits Bond.

A mix of assets.

Our Investment Factsheet shows the latest asset mix for the With Profits Bond.

At a Glance

What Is It?

  • It’s a lump sum investment bond that invests in our With Profits Fund.
  • It offers a tax-efficient way of taking an income.
  • It’s a medium to long-term investment that your clients should be prepared to hold for at least five years, ideally longer.

Consider If Your Clients...

  • Have a minimum of £5,000 to invest.
  • Are looking for a tax efficient way of taking income from their investment.
  • Demonstrate a cautious attitude to risk and want to avoid direct investment in the stock market and other investments.

The value of investments can fall as well as rise, is not guaranteed and your clients may get back less than they invest. 

Why choose us?

Financial strength, recognised across the industry

Legal & General Assurance Society’s Standard & Poor’s financial strength rating is AA- as at 10 January 2012. A provider rated AA has 'very strong financial security characteristics.'


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