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Preserve and Profit Bond (Series 10 - effective 13 October 2008)

The Windsor Life Preserve & Profit Bond

In the current days of low interest rates from banks and building societies, many people are looking to find a way to generate a better return from their investments. The Preserve & Profit Bond is for those with a lump sum to invest.

Your money is invested into the Windsor Life With Profits fund, which holds a wide range of stocks, shares and other assets. The Preserve & Profit Bond aims to provide stable long-term growth to build up your investment. For a full description of the aims and risks of the product, please read the Key Features which can be downloaded below.

The Windsor Life With Profit Fund gives out the profits it makes from investing and other sources in the form of bonuses added to policies. With-Profits can help to cushion your investment from the short-term volatility of the markets. You can find out more about the Windsor Life With Profits Bond by reading our Consumer Friendly PPFM document, or our Principle & Practices of Financial Management document. Information on how the Fund is invested is available by clicking here.

Adobe Acrobat Download Key Features Document (110Kb)
Adobe Acrobat Download Policy Provisions (81Kb)
Click here to request an Individual Illustration Link opens in a new window

A Market Value Reduction (MVR) may be applied to your surrender value to take account of the current market value of investments. Click here for further information about MVRs that relate to the WIndsor Life With Profits Fund.

  • On the current series of the Preserve & Profit Bond, the bonus rate is now a competitive 4.5% each year.
  • You can take up to 5% each year of your original investment as income. Please see the Key Features Document for more information.

The Preserve & Profit Bond may be a suitable policy for you if you have cash to re-invest as a result of a maturing life policy.

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