Invest a lump sum and have the added flexibility of taking an income.
Searching for income from your investment?
With the Sheffield Mutual Income Bond you can invest a lump sum with the option to take regular monthly, quarterly, half-yearly or annual income of between 1% - 5%.
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Invest from £5,000 up to £150,000 -
Current interim bonus rate is 3.50% -
We guarantee after five years, you will get a minimum of your initial investment less any withdrawals
Risks you should be aware of
- If you surrender in the first five years a surrender penalty will apply, meaning you are likely to get back less than you invested.
- Interim bonuses are not guaranteed and may go up or down before being declared.
- Charges cover the cost of expenses incurred in setting up and maintaining policies.
- Tax treatment depends on individual circumstances and may be subject to change in the future.
- For monthly income the minimum investment is £10,000.
- The minimum investment for taking a withdrawal of under 2% is £30,000.
Get an M&S or Love2Shop gift card
Apply online quoting the promotional code INCOME23 to receive a £30 gift card after your new policy starts. Terms and conditions apply.
Gift card promotion T&CsRequest an information pack
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