If you require an Income from your savings the Sheffield Mutual Income Bond allows you to withdraw between 2% & 5% of your initial capital investment each year without any immediate tax liability.
Depending on the level of income you take and our investment performance there may also be the potential for some capital growth as your lump sum is invested in our With Profit Fund. This fund is made up of four main asset classes to help reduce investment risk and these are Fixed Income, Equities, Property and Cash.
The minimum investment is £10,000 with a maximum in any one year (January to December) of £50,000 and income can be paid monthly, quarterly, half yearly or annually.
Interested? Start your Bond now
Simply decide how much you would like to invest and download our starter pack. Study the ‘Key Features’ literature and contact us for an illustration. Providing you do not require any advice you can complete and sign the application form and return it by post to:
Freepost RLUC-XKZE-RJAT
Sheffield Mutual Friendly Society
3 Maple Park
Maple Court
Wentworth Business Park
Tankersley
Barnsley
South Yorkshire
S75 3DP
Along with a cheque for the investment amount.
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