Traded Endowments

A traded endowment is an endowment policy that is sold to another policy holder, instead of being surrendered back to the insurance company. The traded endowment market has developed as surrender values on the whole do not reflect the true value of the policy and so for people or funds who are prepared to buy and hold onto them they represent medium to long term investment potential.

If you’re thinking of selling or trading an endowment, be sure to obtain a quote from our specialist service.

Steps to get a quote:

Submit your policy details using our endowment enquiry form.
Be sure to keep all your policy details and documents close to hand when requesting a quote.
When submitting an enquiry online you will be contacted within 3 working days.
If an offer can be made an offer confirmation will be posted to you and to make clear any of the requirements of the sale.