If you’ve got one of our investment bonds, then you’re in the right place. Here you can find useful information about your bond and some of the options you have.
If you’re invested in one of our with-profits funds, you should also visit our with-profits existing customer pages.
Getting a valuation is one way to stay on track to meeting your financial aims. If you want to find out exactly what your bond is worth, the information you need is just a click, or a call, away.
Your policy documents are really important because they tell you everything you need to know about your bond. If you can’t find the ones we sent when you took out your bond, don’t worry, it’s easy to get hold of a copy.
Your yearly statement gives you a lot of information about how your bond is doing so you can keep an eye on things. If you’re struggling to get to grips with what we’re telling you, our handy online guide will help.
Checking how your funds are performing can help you see whether your investments are working hard enough for you. If you want to make sure you’re invested in the right place, our Fund Centre will help you get started.
If you can’t find what you’re looking for or you need some more information, call us on:
0800 096 3530
Or, if you need advice about your bond, you should speak to your financial adviser. If you don’t have an adviser you can find one at www.unbiased.co.uk.
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We know that things can change and life doesn't always stay the same. But the good news is your bond can change with you.
From changing the funds you’re invested in to taking some money out, your bond can adapt to help fit your personal circumstances.
Here’s a quick reminder about what it is and what it does.
An investment bond is a long-term investment. It lets you invest in a mixture of investment funds that are managed by professional investment managers. It aims to provide long-term growth and/or income depending on the funds you choose. It doesn’t have an end date so you can invest for as long as you like. Your investment can go down as well as up and you may not get back what you paid in.
Our guaranteed funds are only available for five years at a time. So when you get close to the fifth anniversary you’ll have some decisions to make. But, don’t worry, we’ll get in touch with you nearer the time to explain what your options are.
If you’ve already received a letter from us about your guaranteed fund fifth anniversary, go to our special pages.
Find out how we’ll keep you informed about your bond.