Lump Sum Investments

A range of straightforward investment plans to suit everyone

Lump Sum Investments

Investment Bond

Invest from £1,000 and make your money work harder with our medium to long-term with-profits Investment Bond that provides a guaranteed minimum return after 5 years.

Why choose this plan?

  • Invest from just £1,000 up to £50,000
  • Medium to long-term investment
  • guarantee of 103% after 5 years
  • Potential for growth through annual and final bonusses
  • Quick and easy application process

Investment ISA

Invest from £300 tax-free1 without exposing your money directly to the stock market – you can also transfer a cash or stocks & shares ISA/NISA from another provider to Sheffield Mutual’s with-profits Investment (NEW) ISA.

Why choose this plan?

  • Invest from just £30 per month or £300 lump sum
  • Subscribe up to £20,000 in the current tax year
  • Transfer an existing ISA from another provider and let us manage the transfer
  • Potential for tax-free* investment growth through annual and final bonuses
  • Access to your money if you need it (subject to £250 minimum withdrawal)

Income Bond

Invest a Lump Sum with the option to take income, the potential for long-term growth and a capital guarantee after 5 years.

Why choose this plan?

  • Invest from £5,000 up to £100,000
  • Medium to long-term investment
  • capital guarantee after 5 years
  • Option to receive a regular income between 2% - 5%
  • Quick and easy application process

Need HELP choosing the right product for you? Try our Product Selector…

  1. All references to taxation are based on the Society's understanding of current tax legislation and practice, which may change in future.
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