Now that your endowment is coming up to maturity, it's time to decide what to do with your money. You may already have it earmarked for something - paying off your mortgage for example - but if you haven't, as the UK's largest insurer, we have options for you to chose from.
You can find more about your options plus information on the investment plans we offer at aviva.co.uk/savings-and-investments.
Our website only gives factual information about our products to help you make your own decisions. If you are unsure what to do with the money from your endowment policy and want financial advice please contact your financial adviser. If you don’t have a financial adviser you can find one via www.unbiased.co.uk.
For information call us on:
0800 092 2436
If you want financial advice, please contact your Financial Adviser. If you don't have a Financial Adviser you can find one via www.unbiased.co.uk.
If you don't need the money right now, you could consider one of the following options.
Our investment bond lets you invest in a range of funds to suit your investment aims and attitude to risk.
By putting your money into your pension plan, you could give your retirement an added boost when the time comes.
The Aviva Investors Investment ISA is our stocks and shares ISA. It’s an easy way to invest in stocks and shares without paying income tax or capital gains tax on any money you receive from them.
If you’ve used up all your ISA allowance and want to invest more, you can invest directly in our collective investment funds.
You may already know exactly what you want to do with your money. If you do, we'll explain what you need to do to get it.
When your endowment ends, the life cover it gives you ends too. So you may need to think about protecting your loved ones.
If you have any questions, call us on 0800 092 2436
Generally, we pay you as the original policyholder, except when:
We will pay out your maturity money when your policy matures, assuming we have received all the documentation and proof of identity we have asked to see. In some instances, it may take three to five working days for a direct credit payment to your bank account to clear.
If the policy is assigned, we'll write to the assignee as the policyholder.
If your policy is held under trust, you should contact the trustees and ask them to sign the declaration in section 4 of the payment release form.