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Investment and Protection Plan

Investment & Protection Plan - A plan for regular savings whilst offering life assurance cover.

Windsor Life’s Investment & Protection Plan is a life assurance policy designed to enable our existing policyholders to make regular savings. As well as saving with a fixed term and target amount in mind, it also provides life assurance cover during the term.

  • You can choose from a range of 14 investment funds, with investment expertise provided by top performing investment manager Aberdeen Asset Management.
  • Administration charges are from around only 1% per annum, depending on your choice of investment funds.
  • You pay no up-front charges.
  • You pay no hidden charges if you stop or reduce premiums at a later date.
  • You pay no penalties upon surrendering the policy.

This policy may be used to repay all or part of an interest-only mortgage, to save for future school or university fees, or to pay for any other long-term needs you may have.

Adobe Acrobat Download Key Features Document (131Kb)
Adobe Acrobat Download Policy Provisions for the Qualifying version of this plan (108Kb)
Adobe Acrobat Download Policy Provisions for the Non-Qualifying version of this plan (92Kb)
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Note: The policy is not guaranteed to provide the target amount when it matures. An important feature of the service we provide with this policy, therefore, is to regularly review whether your investments are on course to provide the target lump sum, and to advise you if action needs to be taken.

Investments may perform better in some years than others. You should remember that such investments may go down as well as up. Past performance is not a guide to future performance.

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