We have been providing financial services to customers for over 90 years and our product portfolio has developed over that time.
As a result, the following investment products are currently available to open:
This means that there are investment products that we no longer promote on our website that cannot be opened. We do however continue to support customers who hold these products.
We have put together a list of products that can no longer be opened that customers may still hold along with a brief description to help you should you need to speak to us about your investment. This list is not exhaustive, so if you aren't able to find your investment product please get in touch.
If you are an existing customer and want to find out more about an investment you already hold with us, please contact our Customer Enquiry Team by calling 0800 622 323 (option 3), completing a web form or by emailing firstname.lastname@example.org. It would be helpful if you could have your plan/policy number available when you contact us.
The value of investments and any income from them can fall, and you may get back less than invested.
Investment products no longer available to open:
The Capital Investment Bond invests your money in our Unit-Linked and/or With-Profits funds.
The Capital Investment Bond is closed to new investments but you can switch your funds if you’d prefer.
The Capital Access Bond was designed for lump sums while deciding on longer term investment plans.
The Capital Access Bond is closed to new investments.
The Classic Bond and Vintage Bond are investments which provided the option to guarantee a minimum value on each 5 year anniversary of the bond being taken out.
The Classic Bond and Vintage Bond are both closed to new investments.