A Regular Savings Plan is a great way to save regularly to provide a cash sum later in life.
So whether it’s putting something away for a special anniversary, the holiday of a lifetime or perhaps to help pay for your child or grandchild’s future university costs, a Regular Savings Plan is the simple way to make the most of tomorrow.
Getting Started
- Choose a fixed term of investment from between 5 and 25 years.
- It is possible to specify a date for pay out – for example 18th, 21st Birthdays, Anniversaries are often popular choices for end dates.
- Decide on a monthly amount to pay into the plan until the end of your chosen term.
Deciding to Save
A regular savings plan is a long term commitment and we take the same approach to this type of savings plan as we would if you were investing in a single premium investment.
There are a number of plans available to select from and to help with deciding on the best one for you, we would use the same steps that you will find at this link single premium investment
The value of your investment may go down as well as up.
Past performance is not a guide to future performance.
You can also complete your own investment risk self assessment by following this link to investment risk profiling.
Next Steps
If you would like more information and advice, please don’t hesitate to call us at 045 883 828
We can help you find the right plan and set realistic and achievable financial targets for your savings pay out.
