|
3
|
GUARANTEED
LIFE COVER
The
Plan offers guaranteed life cover to give you peace of mind. |
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|
4
|
INVESTMENT
SPREAD
The
tax exempt investment fund purchases investments on your behalf, which
cover a spread of holdings in the stock market. The spread of
stocks and shares gives you the security that your money is not just
exposed to one investment. |
|
|
5
|
EXCELLENT
INVESTMENT MANAGEMENT
You
want your money to work hard for you and to make sure that happens we
invest in unit trusts run by award-winning Newton Fund Managers. |
|
|
6
|
TEN
YEARS - OR MORE
A
Compass Savings Plan must run for at least 10 years to give you the
maximum tax benefit but you can choose a plan for a longer period -
say to coincide with your child's 21st birthday or a wedding
anniversary. Alternatively, you may want to save for a deposit
on a house or pay for further education. |
|
|
7
|
FRIENDLY
SOCIETY BENEFITS
We
can offer a tax exempt plan because of a Government concession to
Friendly Societies. The whole Society belongs to its members -
including you if you join through the Compass Savings Plan.
There are no outside shareholders to benefit from the Society. |
|
|
8
|
INVESTMENT
FLEXIBILITY
As
a Friendly Society we are allowed to offer tax exempt benefits to
members - but only up to a maximum premium of £25 per month or £270
per annum. You may invest more an still receive tax free
benefits but without tax exempt growth. |
|
|
9
|
MONEY
BACK GUARANTEE
After
your application is accepted you will receive full personalised
details of the Compass Savings plan together with the policy
document. If you change your mind about proceeding you will have
30 days to return everything to us and get full repayment. |
|
|
10
|
EASY
TO START
The
application is easy to complete. Just decide how much you
want to save, complete your personal details and send it to us.
We will then make you a member of the Society and issue full
documentation. |
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