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Products provided by Standard Life Assurance Limited.

Tailored Investment Bond

Overview

A Tailored Investment Bond aims to give your money the potential to grow in value over the medium to long-term. You can also choose to take withdrawals from your investment at any time.

There is no set term on a Tailored Investment Bond however it should be thought of as a medium to long-term investment, taken out for at least five years.

Some of the key features include:-

  • Minimum single payment into Tailored Investment Bond of £15,000.
  • Additional investments can be made at any time. (Subject to any maximum age limit and a minimum investment of £2,500 each time)
  • Wide choice of over 140 investment funds for your investment bond via different fund managers.
  • As well as aiming to provide growth for your money, your Tailored Investment Bond can also be used to take withdrawals.
  • Tax deferred withdrawals can be taken of up to 5% of the total payments into your bond, up to a maximum of 100% of the total amount paid into the bond. If you do not use your allowance in a particular policy year, you can carry it forward to a future year.

Any reference to legislation and taxation is based on Standard Life's understanding of law and HM Revenue & Customs practice at date of publication. Tax and legislation are liable to change in the future.

Use the links below to find out more about our Tailored Investment Bond. Before buying a product, you need to be aware of the risks and commitment involved. Details are available in the Key Features Document (TNB17) below.

 

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Standard Life Assurance Limited (SC286833), Standard Life Savings Limited (SC180203) and Standard Life Lifetime Mortgages Limited (SC193441) are all registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Standard Life Investments Limited (SC123321) and Standard Life Investments (Mutual Funds) Limited (SC123322) are both registered in Scotland at 1 George Street, Edinburgh, EH2 2LL. All companies authorised and regulated by the Financial Services Authority. Calls may be recorded/monitored. Calls from BT landlines will cost a maximum of 5p per minute. The price of calls from other networks may vary.

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