All our investment bonds allow you to change the funds that you are invested in. There may be some restrictions, for example minimum amounts that can be invested, switched or a limit on the number of switches each month. We may make a charge for switching and, if you’re invested in with profits, we may apply a Market Value Reduction. Please read your Product Guide or Contract Document for further details.

We recommend that you seek financial advice before switching funds as the funds that you're currently invested in may have valuable benefits or guarantees that could be lost if you switch out. If you don't have a financial adviser, visit to find one local to you.

Which funds are available?

Below are the Funds key features for our range of investment bonds. To find out which document is applicable to your bond, please see your Product Guide or Contract Document or contact our Customer Service team on 0370 050 0263. Lines are open 9am to 5pm, Monday to Friday. We may record and monitor calls. Call charges will vary. Please note that our service centre staff are not authorised to give financial advice. 

Select Portfolio Bonds Funds key features

Select Portfolio Bond (Wealth Managers) Funds key features - launched 31 December 2012

Select Portfolio Bond Funds Key Features Post RDR (W13667) (PDF: 609KB)  

Select Portfolio Bond (Financial Solutions) Funds key features - launched 19 November 2012

Select Portfolio Bond Funds Key Features (Financial Solutions) (W13691) (PDF: 286KB)  

Select Portfolio Bond (Nationwide) Funds key features - launched 03 December 2012

Select Portfolio Bond Funds Key Features (Nationwide) (W13653) (PDF: 598KB)  

Select Portfolio Bond and Portfolio Regular Investment Plan Funds key features - launched 06 September 2010

Select Portfolio Bond Funds Key Features (W12664) (PDF: 508KB)  


Portfolio Bonds Funds key features

Portfolio Bond Funds Key Features (W12735) (PDF: 416KB)  

Portfolio Bond Funds Key Features (IPS) (W12746) (PDF: 281KB)  

Portfolio Bond (IPS Nationwide) (Q23111) (PDF: 187KB)  


Investment Bonds Funds key features

Investment Bond Funds Guide (W12715) (PDF: 256KB)  


With Profits Bonds Funds key features

Including With Profits Income/Growth Bonds, Capital Protection Income/Growth Bonds, Capital Protection Plus Income/Growth Bonds, Capital Control Income/Growth Bonds.

With Profits Bond Funds Guide (Q23600) (PDF: 116KB)  

Change the funds you're invested in

If you want to change the funds your bond is invested in, please use the relevant switch form below. If you want to do this for more than one bond, please fill in a separate form for each bond.

Portfolio Bond, With Profits Bond, Investment Bond and Discounted Gift Scheme Switch Form (W12738) (PDF: 41KB)  

Select Portfolio Bond Fund Switch Form (W13505) (PDF: 45KB)