COMPASS FRIENDLY SOCIETY DIRECT

Authorised and Regulated by the Financial Services Authority

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to save with a Compass Savings Plan

A Compass Savings Plan provides these key advantages :

• On the house or towards a car
• to take a holiday
• to pay for a family celebration
• to keep for a rainy day 

TAX EXEMPT GROWTH

When you save with a Compass Savings Plan your money is invested in a tax exempt investment fund.

GUARANTEED LIFE COVER

The Plan offers guaranteed life cover to give you peace of mind.

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.

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.

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. 

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.

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.

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.

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.

How to join

You can start getting tax exempt benefits on your savings by completing the Application Form and returning it with your initial investment now.  Anyone between the ages of 16 and 75 may benefit from this plan.

All you need to do is to read the Key Features of the Plan and then proceed to the Application Form which you can complete on screen before printing off and sending to us.    NEXT a