Want to know more? Just ‘click’ on our 'Friendly Owl' Tax-exempt* Investment Policy:
A unique ‘friendly society’ product which combines tax-free* saving with the protection of life assurance, and is available to new entrants up to age 69. It is the perfect complement to our Sickness Income Plan.
Premiums can be £7, £12.50 or £25 per month – you choose. There is also a facility to pay annually in advance.
The Government only allows one of these policies to be in force per person, so make sure you maximise your tax-free allowances while you can.
The policies are for a minimum of 10 years, but longer terms can be chosen.
Bonuses can be added each year, and once declared cannot be taken away.
We do not pay shareholders, we only reward our members.
Want to know more? Just ‘click’ on our 'Friendly Owl'
Want an Application
form? Just 'click' on the picture to download
Please note that anti-Money Laundering regulations now require us to positively confirm the identity and current address of all applicants. Consequently we also require the following items before we can consider accepting an application:
1. An original recent utility bill in the applicant's name at the address on the application (this will be returned)
2. A cheque drawn on a UK bank account in the applicant's name in respect of the second month's contribution (your first month is free and the Direct Debit will therefore start with the third month's contribution).