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Investment Opportunities

Savings Accounts

2019-20 ISA

Mortgage Deals

Income Plan Offer

Defensive Income Plan

Up to 6.70% pa

Quarterly income (paid gross)
Maximum 8 year term
Early maturity potential
Available for ISAs and ISA transfers
Invest from £3,000

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Capital is at risk

Latest Investment Income Opportunities

Plan Name

Hilbert UK Conditional Quarterly Autocall Plan

Annual Income

Up to 7.0%
per year

Term

Up to 10 years

ISA Option

More info

Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

More information on this product

7.0% per year based on the performance of the FTSE 100 Index
Income paid even if the Index falls by 20%
Plan can mature early each quarter from year 2 onwards
Maximum 10 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Application deadline for ISA transfers – 18 June 2019
Application deadline for direct and ISA applications by cheque – 18 June 2019
Application deadline for direct and ISA applications by bank transfer – 24 June 2019

Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £5,000
An arrangement fee applies to this plan
Product designed to be held for the full term

Plan Name

Investec FTSE 100 Defensive Income Plan

Annual Income

Up to 6.7%
per year

Term

Up to 8 years

ISA Option

More info

More information on this product

6.7% per year if the FTSE 100 Index doesn’t drop by 20% or more
Quarterly payments
Alternative option paying up to 5.1% income if Index falls by up to 40%
Plan can mature early each year from year 2 onwards
Maximum 8 year term
Available for stocks and shares ISA, ISA transfer and direct investment
Deadline for ISA transfer applications – 28 June 2019
Deadline for Direct & ISA applications – 19 July 2019

Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
Minimum investment £3,000
An arrangement fee applies to this plan
Product designed to be held for the full term

Investment Growth Offer

Mariana 10:10 Plan

Potential Return – 12.45% pa

Potential return in years 1, 2, 3, 4, 5, 6, 7, 8, 9 or 10
Return paid if start level of the FTSE 100 goes up by 5% on an annual observation date
Alternative options also available returning a potential 10.3% pa if the FTSE 100 is at or above its starting level, or 7.9% pa if the FTSE falls up to 17.5% over the full term
Maximum to 10 year term
ISA Option
Invest from £5,000

Capital at risk

More information »

Financial News

12th
Jun

Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.