Other investments
Family Investments provide a range of tax-efficient investments and unit trusts. It’s easy to start saving with us, either online or over the phone.
Just click on the product you’re interested in for more information.
Tax-Efficient Investments
Family Investments Unit Trusts
Family Bond
The Family Bond is a tax exempt long term regular savings endowment plan (minimum 10 years) and is a simple and affordable way for you to take advantage of the special tax privileges available to Friendly Society funds (please remember that the tax advantages of these products will depend on individual circumstances and that their tax treatment may change in the future). It also includes an element of life cover, the cost of which is charged to the bond.
You can start a Bond from just £15 a month and save up to £25 a month or you can choose to save on an annual basis up to £270 a year.
In being linked to the stockmarket the Family Bond offers the potential of good returns but, of course, its value can fall as well as rise. It is a long term plan, with long term objectives, so if you were to cash it in early it increases the chance that you could get back less than you paid in.
Request an information pack for the Family Bond
Apply for a Family Bond online
Request an information pack for a Family Bond Top-up*
Apply for a Family Bond Top-up online*
You can also telephone our Customer Service Team on 0800 731 7433. Telephone calls may be monitored or recorded for training purposes. Calls cost 8p plus 3p per minute from a BT landline (correct at 16/06/2009). The cost of non-BT landline calls may differ.
* Family bond policy holders only
Family Ethical Equity ISA (Stocks & Shares)
Family's ISA allows you to invest with regular payments from as little as £50.
The Family Ethical Equity ISA 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. You can find out more about FTSE4Good by visiting their website.
It's easy to save with the Family Ethical Equity ISA. Just click the link below, fill in your details, and we’ll send you a full information pack and application form.
Request an information pack for the Family Ethical Equity ISA
Alternatively, you can call our Customer Service Team on 0808 100 7654 (telephone calls may be monitored and recorded for training purposes).
Family Equity ISAs, like all equity investments, offer the potential of good returns but of course the value of your investment can fall as well as rise and you could get back less than has been paid in.
Family Asset Trust
The Family Asset Trust aims to achieve both long-term capital growth and income by investing in stocks and shares of UK companies.
In being linked to the stockmarket the Family Asset Trust offers the potential of good returns, but of course its value can fall as well as rise and you could get back less than has been paid in.
Request an information pack for the Family Asset Trust
You can also 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.
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