Alternatively, call us today** if you would like a personal response from one of our friendly and qualified staff
NFU Mutual has a range of savings and investments that can be used to give your children or grandchildren a flying start in life. The way you save and the type of plan you choose will depend on many factors including how much you wish to save, how long until the money is needed, and whether you have a cash lump sum or will be saving out of your income. Here is a brief overview of some of NFU Mutual's saving and investment options:
The NFU Mutual Flexibond is an affordable and flexible savings plan:
The Flexibond is a medium to long-term investment, to be held for at least 5 years or more. Its value can go down as well as up so you might not get back the amount invested.
You can invest up to £11,280 in the 2012/2013 tax year into an ISA if you have not already done so. In an ISA fund, your money has the potential to grow in a tax-efficient environment. Although an ISA cannot be put into trust, you can still use the proceeds however you choose, and can therefore put them aside for the benefit of a child.
You can contribute from £25 a month into an NFU Mutual ISA and can choose from eight available funds in the NFU Mutual Stocks and Shares ISA , or you can invest in the Shrewd Savings Plan ISA which is a with-profit ISA investment. NFU Mutual's ISAs are medium to long-term investments designed to be held for five years or more. Their value can go down as well as up so there is a possibility that you might not get back the amount invested.
The value of tax benefits depends upon individual circumstances and may be subject to change in the future.
The Portfolio Investment Plan is an OEIC investment (Open Ended Investment Company). This means that instead of investing as an individual, your money is pooled together with that of other investors, spreading the risk of stock market investment. Your investment buys shares in one or more of the range of funds within the OEIC at their current price.
You can invest from as little as £25 a month or £1000 lump sum, and have the option to invest on behalf of a child.The Portfolio Investment Plan is a medium to long-term investment, to be held for at least 5 years or more. Its value can go down as well as up so there is a possibility that you might not get back the amount invested.
If you want to obtain a free copy of the simplified or full prospectuses (in English) or the annual and half-yearly reports of the NFU Mutual OEICs at any time:
Call us on 0870 606 6462 during normal working hours Monday – Friday. We may record telephone calls for training and monitoring, or for security purposes. Or, write to us at: N.F.U. Mutual Unit Managers Limited, BNY Mellon House, Ingrave House, Brentwood, Essex, CM15 8TG.
Find out more about the Portfolio Investment Plan
If you request an appointment, we'll aim to call you back within 24 hours (or the next working day), to arrange a time to meet a Financial Consultant* Request an appointment online
Alternatively, call us today** if you would like a personal response from one of our friendly and qualified staff
* NFU Mutual Financial Consultants advise on NFU Mutual products and services and in special circumstances those of other providers.
** For security and training purposes call may be recorded and monitored.
Note* NFU Mutual Financial Consultants advise on
NFU Mutual products and services and in
special circumstances those of other
providers.
** For security and training purposes calls may
be recorded and monitored.
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