AFL Financial Planning Services
Phone:01387 254780 | ifa@aflfp.com
Endowments
Endowment Policies
These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.
Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.
Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Investments Enquiry
Single Investment Calc
Monthly Investment Calc
Annual Investment Calc