Past Performance

Please remember that past performance is not a reliable guide to future returns and that stock market investments can go down as well as up, meaning that you could get back less than you’ve paid in.

Lump Sum ISA

2020 2021 2022 2023 2024
Original amount invested £10,000 £10,000 £10,000 £10,000 £10,000
Growth over 10 years withdrawn on 1 January £5,495 £5,169 £5,187 £3,765 £3,240
2.8%

£10,000 Lump Sum ISA cashed in on 1st January

Annualised return for 10 years to 1st January 2024

More info and apply

With-Profit Bond

2020 2021 2022 2023 2024
Original amount invested £10,000 £10,000 £10,000 £10,000 £10,000
Growth over 10 years withdrawn on 1 January £5,073 £4,807 £4,853 £3,449 £2,923
2.6%

£10,000 With-Profit Bond ISA cashed in on 1st January

Annualised return for 10 years to 1st January 2024

More info and apply

10 Year Savings Plan

2020 2021 2022 2023 2024
Savings of £25 per month £3,000 £3,000 £3,000 £3,000 £3,000
Growth over 10 years withdrawn on 1 January £517 £407 £461 £205 £132
0.9%

£25 per month 10 Year Savings Plan (taxable) cashed in on 1st January

Annualised return for 10 years to 1st January 2024

More info and apply

Children’s Savings Plan*

New plan from 2018. Returns shown are estimates only.

2020 2021 2022 2023 2024
Savings of £25 per month £3,000 £3,000 £3,000 £3,000 £3,000
Growth over 10 years withdrawn on 1 January £593 £470 £519 £257 £182
1.2%

£25 per month Children's Savings Plan (tax-exempt) cashed in on 1st January

Equivalent* annualised return for 10 years to 1st January 2024

More info and apply

* Our Children’s Savings Plan was replaced by a children’s version of our 10 Year Savings Plan in January 2018. Therefore, the figures shown are based on the (adult) 10 Year Savings Plan, for which figures will not differ significantly.

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DC Chris W, SO15

Great opportunity for family members to be offered the same offers as members.

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