Ethical Investments

Many of our investment products also include an ethical option to help give you more control over where your money is invested.

For example, if you have received your child's £250 Child Trust Fund voucher, then you can choose to invest it in our Ethical Child Trust Fund.

Our ethical Child Trust Fund invests in a unit trust called the Family Charities Ethical Trust, which aims to achieve long term capital growth, by closely following the performance of companies included in the FTSE4Good UK 50 Total Return Index*.

To be included in this index, companies must meet globally recognised corporate responsibility standards. These include:

• Making a positive contribution towards environmental sustainability
• Upholding and supporting human rights
• Ensuring good supply chain labour standards

The FTSE4Good UK 50 Total Return Index also avoids any investment in companies involved in tobacco production, nuclear weapons and whole weapon systems.

You can find out more about FTSE4Good by visiting their website

You can invest in the Family Charities Ethical Trust for yourself if you wish, or via a tax-efficient ISA. It is also possible to invest directly in the Trust on behalf of a child through our Children's Unit Trust.

Another ethical option is the Ethical Bond, which is a long-term tax-exempt regular savings endowment plan (minimum term 10 years) that will allow you to take advantage of the special tax privileges available to friendly societies (although tax legislation is subject to change). The Ethical Bond is invested into the Family Charities Ethical Exempt Fund, which in turn invests in the Family Charities Ethical Trust. You can invest in an Ethical Bond for yourself (Ethical Family Bond) or a child (Ethical Junior Bond).

Alternatively, you can call our Customer Service Team on 0808 100 7654 (telephone calls may be monitored and recorded for training purposes)

* "FTSE ®" is a trade mark jointly owned by the London Stock Exchange Plc and the Financial Times Limited and is used under license by FTSE. FTSE does not sponsor, endorse or promote this product.