Due to the government recommendations on the Coronavirus pandemic our office is running at a reduced capacity. As a result there may be delays in processing investment applications. We therefore recommend sending in your completed application well in advance of any deadline. Please note the providers we deal with are operating on a business as usual basis. Thank you for your understanding.
Kick Out Investment Plans

Kick Out Investment Plans

Compare Kick Out Plans

Investment Growth Offer

MB UK Kick Out Plan – 7.75% per year even if the FTSE stays the same…

Potential Return – 7.75% pa

  • Potential return in years 2, 3, 4, 5 or 6
  • Return paid if start level of the FTSE 100 goes up by any amount on an annual observation date
  • Maximum 6  year term
  • ISA Option
  • Invest from £5,000

Our view: This plan offers investors the opportunity for investment level returns even if the FTSE stays the same, along with the 35% barrier before your capital is at risk, could offer a compelling option in the current climate.

Capital at risk

More information »

Investment Growth Plans

Plan Name

MB UK Growth Kick Out Plan

Maximum Potential Return
9%
per annum
Term
Up to 6 years
ISA Option

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.

Plan Name

MB UK Kick Out Plan

Maximum Potential Return
7.75%
per annum
Term
Up to 6 years
ISA Option

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.

Plan Name

Investec FTSE 100 Enhanced Kick Out Plan

Maximum Potential Return
6.85%
per annum
Term
Up to 6 years
ISA Option

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.

Plan Name

MB UK Step Down Kick Out Plan

Maximum Potential Return
6.5%
per annum
Term
Up to 6 years
ISA Option

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.

Plan Name

Investec FTSE 100 8 Year Kick Out Plan

Maximum Potential Return
6.35%
per annum
Term
Up to 8 years
ISA Option

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.

Plan Name

Investec FTSE 100 Step Down Kick Out Plan

Maximum Potential Return
4.5%
per annum
Term
Up to 6 years
ISA Option

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.

Plan Name

Investec FTSE 100 8 Year Defensive Kick Out Plan

Maximum Potential Return
4.5%
per annum
Term
Up to 8 years
ISA Option

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.

Investment Income Plans

Plan Name

MB UK Quarterly Contingent Income Plan

Annual Income
Up to 5.0%
per year
Term
Up to 10 years
ISA Option

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.

Plan Name

Walker Crips UK Conditional Income Kick Out Plan

Annual Income
Up to 4.6%
per year
Term
Up to 8 years
ISA Option

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.

Peer To Peer Investment Plans

Account
Crowd 2 Fund Peer to Peer IF ISA
Target Return
8.70%
per annum
Term
1 to 5 Years
Property or Business Backed
Business Backed

Peer-to-peer lending can offer potentially attractive returns. Returns may be higher or lower. There is a risk you may lose some or all of your initial investment as it is not protected by the Financial Services Compensation Scheme, although many lenders offer their own compensation schemes.

Account
Lending Crowd Peer to Peer Growth Account IF ISA
Target Return
4.90%
target rate p.a.
Term
No Fixed Term
Property or Business Backed
Business Backed

Peer-to-peer lending can offer potentially attractive returns. Returns may be higher or lower. There is a risk you may lose some or all of your initial investment as it is not protected by the Financial Services Compensation Scheme, although many lenders offer their own compensation schemes.


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.

* Details of how the Financial Services Compensation Scheme applies to investment firms can be found at fscs.org.uk.