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product news
We have a range of investment solutions that could be just what you're looking for. Below we outline our latest savings and investment offers.
Junior Easy Save - tax exempt saving for your child's future
engage has now made its Easy Save product available to children under 16.
- Save up to £25 monthly or £270 annually on the child's behalf
- Available to UK resident children aged up to 16 years old whether they are entitled to a Child Trust Fund or not
- Guaranteed tax free lump sum once the plan ends, provided all premiums have been paid and the policy is cashed in within 28 days following the policy end date
- Save for between 10 and 25 years
find out more about Junior Easy Save here >>
Easy Save - are you making the most of your tax-exempt savings allowance?
Every adult in the UK could potentially benefit from the tax advantages of our Easy Save plan. Easy Save aims to provide investors with a tax-free lump sum at the end of the savings term.
- Invest a maximum of either £25 per month or £270 per year.
- Available to you UK residents aged between 16 and 74.
- Initial payment term of 10, 15, 20 or 25 years.
- Flexibility to extend the initial term for a minimum of 10 years.
Please be aware that as this is a stock market linked investment the value can go down as well as up and you may get back less than you originally invested. Any references to taxation are based on our understanding of HM Revenue and Customs practice, which is subject to change.
find out more about Easy Save here >>
engage Mutual Assurance is a trading name of Homeowners Friendly Society Limited and its wholly owned subsidiary engage Mutual Funds Limited. Both are authorised and regulated by the Financial Services Authority.