For existing Portfolio Bond customers only
Making an additional investment to your Portfolio Bond might be the right choice for you if you:
- Have a further £5,000 or more to invest.
- Are looking for an income, growth potential, or a combination of the two.
- Are prepared to invest your additional investment for five years, ideally longer.
- Are prepared to accept some risk to your money.
- Pay income tax.
You can make a total of five additional investments into your Portfolio Bond. Please see your terms and conditions for more details.
The value of your Portfolio Bond can go down as well as up and is not guaranteed. You may get back less than you invest.
You can invest in the Portfolio Bond for as long as you like. There is no set end date but, as with your original investment, you should be prepared to invest any additional investment for at least five years, ideally longer.
Tax treatment depends on your individual circumstances and may be subject to change in the future.
For advice on making an additional investment, please speak to your adviser, or for more information call us on 0370 050 0263. We may record and monitor calls. Call charges will vary. Please note that our service centre staff are not authorised to give financial advice.
If you don't have a financial adviser, you can find one local to you at unbiased.co.uk or telephone 0800 023 6868.
Key documents - portfolio bonds
Important changes - Please review before investing
In December 2017 we announced our decision to sell our traditional insurance-based savings, pensions, life and with profits business to ReAssure Limited. You can find out more here.