Other financial solutions from Family Investments

We’re not only the UK’s favourite Child Trust Fund provider, we also provide a selection of other financial products to help our customers do the right thing for their families.

Here’s some of the other products we offer. Maybe we have the right solution for you.

Family Investments does not provide advice. If you have any doubts about the suitability of any of our products you should seek independent financial advice.

Over 50s Life Insurance Plan

The Over 50s Life Insurance Plan is designed for people aged 50 to 80 who want to leave a cash lump sum for their family on their death.

As a Mutual Society we can pay out up to £5,000 per member on death without having to wait for probate, which may ease your family's financial strain when they need it most.

With some of the most competitive cover levels available, our Over 50s Plan is easy to apply for and you will not be required to attend a medical.

More information about the Over 50s Plan and to view cover levels

Children’s Unit Trust

The Children’s Unit Trust is another way to invest for a child or grandchild over the medium to long-term.

The plan is held in trust for the child until they are 18 and, as a trustee, you stay in control of the investment until then.

You can open plans for as many children as you want. There’s no upper limit on the amount that can be invested so friends, family or godparents can chip in too.

As with most stock-market based investments you should regard the Children’s Unit Trust as a medium to long-term investment. As it is linked to the stockmarket, it offers the potential of good returns but of course its value can fall as well as rise so the child may not get back as much as you put in.

More information about the Children’s Unit Trust

Other financial products

As well as investments for children, we also offer various other investment options.

Junior Bond

Family Bond

Ethical Equity ISA (stocks and shares)

Unit Trust

Why choose Family Investments?

  • 35 years experience of helping families invest for their future
  • We currently look after £2.8 billion of family money for approximately 1.7 million people* in the UK
  • As a mutual organisation, we’re not owned by external shareholders. We’re answerable only to you, our customers
  • A portfolio of financial solutions available

* As at 30th June 2010

Find out more about us

 

 

Over 50s
Life Insurance Plan

  • Especially designed for people aged 50 to 80
  • Peace of mind for you and your family
  • Easy affordable protection
  • Receive £30 M&S vouchers

Junior Bond -
request an information pack

  • Request a pack and application form online
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