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.
The percentage figures in the blue circles represent the average performance between 2015-2025, per annum.
Lump Sum ISA
2.8%
£10,000 Lump Sum ISA cashed in on 1st January
Annualised return for 10 years to 1st January 2025
With-Profit Bond
2.5%
£10,000 With-Profit Bond cashed in on 1st January
Annualised return for 10 years to 1st January 2025
10 Year Savings Plan
1.3%
£25 per month 10 Year Savings Plan (taxable) cashed in on 1st January
Annualised return for 10 years to 1st January 2025
Children’s Savings Plan*
1.6%
£25 per month 10 Year Savings Plan (taxable) cashed in on 1st January
Annualised return for 10 years to 1st January 2025
* Our Children’s Savings Plan was replaced by a children’s version of our (adult) 10 Year Savings Plan in January 2018. Therefore, the past amounts and returns shown are based on the (adult) 10 Year Savings Plan, which better represents performance on the new Children Savings Plan.
