With-profits investment

Is investing in with-profits right for you?

Investing in one of our With-Profit funds can be a great way of helping your money grow. But is it the right move for you?

Yes, if you:

  • Are prepared to invest for the medium (five years) to long term (10 years plus)
  • Want an investment that aims to grow steadily at a higher rate than a bank or building society average savings account – but are prepared to accept a low to medium risk that it may fall in value and you may not get back the amount you invested.

No, if you:

  • Only intend to invest for the short term (less than five years)
  • Are not prepared to accept any risk
  • Would prefer the certainty of the interest earned from a bank or building society savings account
  • Want to take a higher risk for the chance of making a higher return.

Still not sure?

If you’re still unsure if investing in one of our With-Profit funds is right for you, our advisers can give you advice. Call them using the number listed on the right.

If you’d prefer to speak to somebody impartial, a financial adviser could help you. If you don’t have an adviser, you can find one in your area at unbiased.co.uk.

WC02145 04/2012

Talk to an adviser

If you’d prefer to talk to one of our advisers, please call us on:

0800 015 4785

Monday to Friday
8.00am - 9.00pm
Saturday
9.00am - 5.00pm
Sunday
10.00am - 4.00pm

We can only advise on our own products. Calls may be recorded.

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