We make your money work harder for you with our medium-term investment policies. The Sheffield Mutual Investment Bond is a single premium investment for individuals of 18 years or over which pays a guaranteed Sum Assured plus bonuses accrued during the life of the policy - which is a recommended minimum term of five years.
The final value will depend upon investment performance but bonuses are declared annually by the Society’s Committee of Management acting on Actuarial advice. Bonuses are added to the sum assured out of the fund's profits and once added cannot be taken away.
With our Investment Bond you can enjoy extra peace-of-mind in the knowledge that all our investments are spread across equities, property, fixed interest and cash.
And for your loved ones there is additional comfort – in the unfortunate event of your death before the end of the policy term the Sheffield Investment Bond provides a Sum Assured of 103% of the initial investment. The Society will pay out the Sum Assured plus any bonuses that have been added to your policy.
With the minimum investment of just £1000 - and a maximum of £25,000 in any single financial year (January to December) – this bond has big appeal. And it’s worth remembering that the Society has been providing savings, investment and protection policies to its members since 1892 and as we are owned by our members and not shareholders, any surplus funds are used for their benefits.
Interested? Start your Bond now
Simply decide how much you would like to invest and then download our starter pack. Study the 'Key Features' literature and, providing you do not need any advice, complete and sign the application form and return it by post to:
Freepost RLUC-XKZE-RJAT
Sheffield Mutual Friendly Society
3 Maple Park
Maple Court
Wentworth Business Park
Tankersley
Barnsley
South Yorkshire
S75 3DP
along with a cheque for the amount invested.
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