Savings Plans

We offer a range of ethical savings and investments products - including Tax Exempt Savings Plans which are only available from friendly societies. They’re a great way to save for a guaranteed cash sum for you or your children. All of our adult products are With-profits policies that give you an exposure to stocks and shares, government and corporate bonds, property and bank deposits, and include important guarantees.

Adult Savings Plans

Unique to friendly societies like ours, these plans are a great way to take advantage of an extra government tax break. It means you can put money into your savings on a regular basis and gradually build a really useful cash sum for you or your children.

Child Savings Plans

Our Standard Savings Plans are a handy alternative if you want to save more than £25 a month (the government limit for our Tax Exempt Savings Plans). You’ll still get a guaranteed minimum return, of up to £50,000, and life cover. Qualifying life policies mean that the return you’ll receive is free of income tax and capital gains tax.