Finding what’s right for you
You've got more options than you might think if your endowment is approaching maturity.
Whether you want to invest your endowment money as a lump sum, continue to invest in regular amounts or take your money, you'll find everything you need to know here.
You’re free to take your money on maturity – we’ll send you a maturity pack around 6 weeks before your maturity date telling you how to do so.
But if you want to keep your money invested for the medium to long term, we have a range of products to choose from, including our Stocks & Shares ISA and Investment Account.
Want to keep investing?
No problem – staying invested with us is easy. Both our Stocks & Shares ISA and Investment Account offer 24/7 online account access and easy-to-use fund selection tools as standard.
You can start with a £500 lump-sum or from £50 a month. And if it’s easier, we can reinvest your endowment on your behalf. Just call us on 0808 164 3318 around 6 weeks before your maturity date and we’ll be happy to set it up for you.
Remember, investment values can go down as well as up and you could get back less than the amount invested.
Stocks & Shares ISA
Make the most of your ISA allowance with our Stocks & Shares ISA. Invest up to £20,000 a year and enjoy tax-free returns.
Our Investment Account has no upper limit on the amount you can put into it – meaning you can invest beyond your ISA allowance. You may have to pay tax on any returns or income you make.
Ready for your maturity?
There are a few things worth thinking about before your endowment’s maturity date.
Check your information is correct
If anything's changed, such as your name, address or you've divorced, we need to know.
Made other arrangements since taking out the endowment to pay off a mortgage? If so, ask your mortgage lender to send you a ‘letter of no further interest’ and forward it to us. Learn more about how the process works with our endowment FAQs.
Think about your next steps
Wait for your maturity pack
Your maturity pack will arrive around 6 weeks before your maturity date and gives you a good idea of how much money you’ll get. This is the time to tell us what you’d like to do with your money.
The pack contains all the instructions you'll need if you decide to take your money. But if you'd rather reinvest it, call us on 0808 164 3318 and we’ll help you get started.
If you need advice on what to do with the money from your endowment – or you need help planning your retirement – our financial advice support team can put you in touch with someone who can help.
Get 20% off selected new products
As an existing customer, you can enjoy a range of discounts on our other products and services. Just log in or register with MyAviva to check your endowment and see what offers are available.
Looking for something else?
Whether you want to replace your expiring life cover or use your endowment money to boost your pension – the choice is yours.
Learn more about investing and gather some top tips with our range of investment articles.
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Still need help? Give us a call.
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