Halifax Bank
Phone: +44 113 242 2229, +44 113 279 8302
Email: security@halifax.co.uk
Name
Personal Investment Plan
Category
Description
An investment plan with some life cover provided by St Andrew's Life Assurance plc, managed by Scottish Widows Unit Trust Managers Limited.
Benefit
-Invest a lump sum of at least £3,000
-Make additional payments of £250 or more to your plan at any time.
-Loyalty bonus added to your plan at 5, 10 and 15 years
-Can be held in joint names
-Access to your money when needed
-There is a yearly management charge of 1.35% for this product. This may be reduced depending on how much you invest
-There is an initial charge of 2% of each payment you make
-Make additional payments of £250 or more to your plan at any time.
-Loyalty bonus added to your plan at 5, 10 and 15 years
-Can be held in joint names
-Access to your money when needed
-There is a yearly management charge of 1.35% for this product. This may be reduced depending on how much you invest
-There is an initial charge of 2% of each payment you make
Type
savings
Eligibility
To apply for a Personal Investment Plan or discuss whether it might be suitable for you, book a no-obligation appointment with a financial adviser.
You can book an appointment online or call 0845 604 1401.*
*Lines are open Monday to Friday 8am - 8p
You can book an appointment online or call 0845 604 1401.*
*Lines are open Monday to Friday 8am - 8p
Featured
Yes
Reviews