Capital Control Bond.

Father and son

Looking for an investment that could provide you with peace of mind?

Are you looking for a tax efficient way of taking income? Interested in an investment bond with capital guarantees? Read on for more information about our Capital Control Bond.

If you are looking for:

  • Somewhere to invest £5,000 or more for at least five years, ideally longer
  • Steady long-term growth potential or a regular income
  • Investment that uses smoothing to help to even out some of the ups and downs you may experience when investing directly in the stock market and other investments
  • An investment that can be used as part of your estate planning
  • An automatic 10 year capital guarantee. Terms and conditions apply. Please see our Key Features document for more information
  • A flexible product providing alternative guarantee options at an additional charge

then our Capital Control Bond may be right for you.

You can invest for as long as you like. There is no set end date, although it should be considered a medium to long-term investment of at least five years, ideally longer.

When making an investment in with profits, there are some risks you will need to consider and discuss with your adviser. For more information, please read the Capital Control Growth Bond Key Features or the Capital Control Income Bond Key Features.

Please remember that the investment return received is not guaranteed and you may get back less than your original investment. Any regular or one off withdrawals will increase this risk.

The value of investments and income from them may go down as well as up. Charges apply and the amount we pay could also be reduced by the application of a Market Value Reduction (MVR) (PDF) to ensure fairness between those who cash in and those who remain invested.

Please see the Key Features for more information.

Back to: Our range of investment bonds


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For more information on how to invest in our Capital Control Bond, please speak to your adviser or email our advice team.

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