A Better Deal For Your Money!
Nutmeg Stocks & Shares ISA
Looking for a 2021-22 Stocks & Shares ISA?
Nutmeg ISA – Simple, transparent, designed by experts. Choose an investment style that works for you- In-house investment team have built a range of portfolios, which are then allocated as per your chosen investment style
- Choice of four investment styles built by experts and using exchange traded funds to diversify across stocks, bonds, industries, even countries. Choose the one that works for you
- Open or transfer your ISA account in minutes
- Log in from any device, start with as little as £500, and with 100% cash if you so wish
- 24/7 access to your account, so you can always see where your stocks and shares ISA is invested and how it’s performing
Investment Offer
Up to 4.6% interest pa with quarterly payments
Quarterly interest even if the FTSE falls 25%…
4.6% interest each year is a strong headline return, especially when this can be achieved even if the FTSE 100 Index falls up to 25%.
“The combination of high interest potential and quarterly payments, along with a defensive feature meaning you get paid even if the stock market falls 25%, means we expect this plan to be popular.”
Oliver Roylance-Smith, head of savings and investment
The MB UK Quarterly Contingent Income Plan pays 1.15% at the end of each quarter , provided the FTSE 100 Index has not fallen more than 25% below its level at the start of the plan – that’s a potential 4.6% interest per year. If the Index does close below this level, no interest is paid for that quarter.
The plan has a maximum term of 6 years, but also offers the opportunity to receive your initial capital back in full before then if the FTSE is at or above its opening level at the end of each quarter (from year 1 onwards). If the plan does not end early, your initial capital is returned in full provided the FTSE has not fallen by more than 35% at the end of the plan term. If it has, your initial investment will be reduced by 1% for each 1% fall, so your capital is at risk.
Available for ISA, ISA transfers and non-ISA investments
Capital is at risk. This is a structured investment plan that is not capital protected and is not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income payments are not guaranteed and there is a risk of losing some or all of your initial investment due to the performance of the FTSE 100 Index.
Skipton Building Society Advisory Service
Advice for investment planning, retirement planning, pension planning and inheritance tax
Looking for financial advice can seem like a big step. It actually just starts with a conversation about your goals and how your money will help you get there. A no-obligation first conversation with someone experienced will help to work out if you might benefit from financial advice.We’ve chosen the trusted Skipton Building Society to provide a personal financial planning service for people using the Fair Investment site
- There’s no pressure to act on their advice, and no upfront fees to pay. You’ll have the time you need to decide if you want to act on their recommendations, and will only pay a fee if you do.
- You can speak to a Skipton adviser in a Skipton branch or without even leaving your home– they offer an award-winning video link service. You can also have an appointment over the phone or in a Skipton branch.
- Free initial appointments and you’ll only be charged if you decide to proceed with the recommendations provided.
- They’re a mutual society, not driven by shareholders
Phone now for a free consultation
0345 600 6833 »Or request a call back
Skipton will call you back »Important information: Financial planning advice is likely to include stock market-based investments. These are not like bank and building society savings accounts: your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise. Pensions are long term investments and your eventual income will depend upon the size of the fund at retirement, future interest rates and tax legislation. IHT thresholds depend on your individual circumstances and prevailing legislation, both may change in future
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MB UK Step Down Kick Out Plan Y2 60
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High Growth Investment Plan
MB UK Kick Out Plan
Potential Return – 7.25% pa
- Return paid if the FTSE 100 Index goes up by any amount on an annual observation date
- Potential early return in years 1, 2, 3, 4 or 5
- 5 year maximum term
- ISA Option
- Invest from £5,000