You may or may not already have an ISA, but either way did you know you can
build a tax free lump sum with your friendly society tax exempt savings allowance?
- save in addition to your ISA allowance
whether you're using your ISA allowance or not, you can save up to £25 per month with us for between 10 - 25 years without the tax man getting his hands on a penny of it at the end!
- special Government tax break
Available only from friendly societies. Any references to taxation are based on our understanding of HM Revenue and Customs practice, which is subject to change.
- enjoy a GUARANTEED minimum tax free lump sum
Even if the stock market has fallen, we guarantee to pay back at least what you have paid in. Provided you have paid all the premiums due, the plan has reached the end of the premium payment term and you cash in your plan within 28 days after the end of the term. You should remember that if you close your plan outside of the guarantee period, you could get back less than you have paid in. If you cash in before you pay 1 year's premiums you will not get anything back.
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.