Annual bonus rates
| Tables | 2015-2016 | 2017* (Interim) | |
|---|---|---|---|
| Tax Exempt Savings Plans | 8, 10, 11, 21, 22 | 1.20% | 1.00% |
| Standard Savings Plans | 12, 14, 15, 16 | 1.00% | 0.80% |
| ISAs | 24, 25 | 1.50% | 1.00% |
| With Profit Bonds & Flexible Savings Plans | 19,26,27 | 1.20% | 0.80% |
| Fully Paid Tax Exempt Savings Plan | 11 | 1.50% | 1.00% |
| Fully Paid Standard Savings Plan | 12 | 1.20% | 0.80% |
*Annual Bonus rates for 2017 will not be decided until the end of the year. For policies maturing or surrendering in 2017 we currently allow for annual bonuses at an interim rate as shown above (paid pro-rata, depending on the maturity or surrender date). |
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Final bonus rates
Final bonus rates are subject to review at any time.
| Standard and Tax Exempt Savings Plans | 2013 Maturity | 2014 Maturity | 2015 Maturity | 2016 Maturity | 2017 Maturity |
| 5 Year | 6% | 6% | 6% | 6% | 7% |
| 10 Year | 10% | 11% | 11% | 10% | 15% |
| 15 Year | 14% | 16% | 17% | 17% | 23% |
| 20 Year | 19% | 19% | 20% | 19% | 28% |
| 25 Year | 36% | 33% | 31% | 29% | 39% |
| 30 Year | 74% | 65% | 59% | 54% | 67% |
Final bonus rates
With-Profit and ISA Bonds
| Final Bonuses as at 1 January 2017 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Last Anniversary Date | 2016 Q1 |
2016 Q2 |
2016 Q3 |
2016 Q4 |
2017 Q1 |
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| 5 Year | 14% | 14% | 14% | 17% | 17% | ||||
| 10 Year | 32% | 32% | 31% | 34% | 34% | ||||
| 15 Year | 51% | 52% | 54% | 58% | 59% | ||||
| 20 Year | 87% | 86% | 85% | 88% | 87% | ||||
Regular Premium ISA final bonus is for completed tax years (currently based on 2016 Q2 anniversary).
Flexible Savings Plan final bonus is for completed calendar years (currently based on 2017 Q1 anniversary).