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Investments at a Glance

Choosing your investment

We’re all different. So at Abbey we provide a range of investment options, designed to suit your priorities, whether that’s guaranteed growth, the potential for high returns, tax efficiency or a combination of these. This table shows you at a glance the options available:

 

 

Guaranteed
Growth
Plan

Guaranteed
Capital
Plus

Portfolio
Investments

Premium
Investments

Is this for
income or
growth?

Growth

Growth

Income and growth

Income and
growth

Minimum Investment

£1,500

£1,500

£500 lump sum or £25 per month

Depends on circumstances. Please speak
to an Adviser
in branch.

Term

Choice of term - usually 3 3/4 or 5½ years

Choice of term - usually 33/4 or 5½ years

None, but money should be left for at least 5 years

None, but money should be left for at least 5 years

Minimum guaranteed return at maturity*

Yes

Yes

No

No

Can you
invest via an
ISA?

Yes - for the 5½ year option only

Yes - for the 51/2 year option only

Yes

Yes

Special
features

Stockmarket option or Property option available for the 5 1/2 year term

A fixed return provided the FTSE 100 has risen by any amount at maturity

A combination of Internal and External fund managers with proven track record

External fund managers with proven track record.
Personalised service inc.
advice on
Trusts,
IHT and existing investments.

Product
Provider

Provided by Abbey National PEP & ISA Managers Limited

Provided by Abbey National PEP & ISA Managers Limited

Provided by Abbey National PEP & ISA Managers Limited

Provided by Santander Portfolio Management
UK Limited

* Provided you leave your money untouched for the full term