Past Performance
Please remember that past performance is not a reliable guide to future returns and that stock market investments can go down as well as up, meaning that you could get back less than you’ve paid in.
Lump Sum ISA
2.8%
£10,000 Lump Sum ISA cashed in on 1st January
Annualised return for 10 years to 1st January 2024
With-Profit Bond
2.6%
£10,000 With-Profit Bond cashed in on 1st January
Annualised return for 10 years to 1st January 2024
10 Year Savings Plan
0.9%
£25 per month 10 Year Savings Plan (taxable) cashed in on 1st January
Annualised return for 10 years to 1st January 2024
Children’s Savings Plan*
New plan from 2018. Returns shown are estimates only.
1.2%
£25 per month 10 Year Savings Plan (taxable) cashed in on 1st January
Annualised return for 10 years to 1st January 2024
* Our Children’s Savings Plan was replaced by a children’s version of our 10 Year Savings Plan in January 2018. Therefore, the figures shown are based on the (adult) 10 Year Savings Plan, for which figures will not differ significantly.
