Investment Bond
We make your money work harder for you with our medium-term investment policies. The Sheffield Mutual Investment Bond is a single premium investment for individuals of 18 years or over which pays a guaranteed sum assured plus bonuses accrued during the life of the policy - which is a recommended minimum term of five years.
The final value will depend upon investment performance but bonuses are declared annually by the Society's Committee of Management acting on actuarial advice. Bonuses are added to the sum assured out of the fund's profits and once added cannot be taken away.
With our Investment Bond you can enjoy extra peace-of-mind in the knowledge that all our investments are spread across equities, property, fixed interest and cash.
And for your loved ones there is additional comfort - in the unfortunate event of your death before the end of the policy term, the Sheffield Mutual Investment Bond provides a sum assured of 103% of the initial investment. The society will pay out the sum assured plus any bonuses that have been added to your policy.
With the minimum investment of just £1000, and a maximum of £50,000 in a single financial year (January to December), this bond has big appeal. It is worth remembering that the society has been providing savings, investment, and protection policies to its members since 1892 and as we are owned by our members and not shareholders, any surplus funds are used for their benefit.
Download our Investment Bond Brochure (1.5 MB)
More detailed information is available in the brochure linked above. For further details, or to make an application, please click the following link:
