The With-Profits Bond
In action
To give you an idea of how our With-Profits Bond works, we have shown you below an example of the product and how it could fit an individuals needs. This is not advice, everyone’s needs and circumstances vary. If you are in any doubt about its suitability please contact our Customer Support team on 0800 195 9246 (8am – 6pm weekdays).
Name: Reg
Age: 64
Occupation: Retired
Reg has been retired for 4 years and has always been careful with his money – avoiding any speculative investment. He has a good pension and he and his wife are both basic rate tax payers, and live fairly well.
Reg has a Cash ISA which he uses for the occasional emergency and any unforeseen living expense. His mortgage was repaid several years ago and both Reg and his wife have individual Healthcare plans and Investment ISAs.
Reg’s mother has recently died and his share of the estate after deduction of taxes has just been paid. The total amount is £100,000. After giving some of it away to his children and his favourite charities he is still left with £50,000 and decides to invest this amount, but would like a long term investment as he feels he will not need to access it for at least 5 years. He also wants an investment that will benefit from stocks and shares growth but without the risks associated with direct investment in stocks and shares. So he chooses to put his money into the With-Profits Bond from National Deposit.
Added bonuses – that cannot be taken away
When you invest your lump sum in our With-Profits Bond you may be allocated annual bonuses on top of your original investment, once added these cannot be taken away, you could even receive a further bonus to boost your investment.
Don't forget:
- You can take out a Bond for a child
or your grandchildren - so they can benefit too!
Alternatively, why not find out more about our With-Profits Bond by calling us on 0800 195 9246 or order your FREE information pack.
