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Wesleyan with profits bond again ranked as a top industry performer

Wesleyan, the Birmingham-based financial services specialist for doctors, dentists, teachers and lawyers, has again been named as one of the top performers in a leading industry survey for the performance of its with profits bond.

In the Money Management survey*, the Wesleyan with profits bond was the best performer over ten years of those providers still open to new business, and performed above the industry average in eight of the ten year time periods in the survey.

The results, published this month (January 2016), show the bond continues to give Wesleyan savers some of the best long term payouts on their investments.

The survey looked at the 'cash in' value for a £10,000 initial investment in a with profit bond over one to ten years. A ten year investment in Wesleyan's with profits bond would have increased in value by 93% to £19,349.

Wesleyan Chief Executive Craig Errington said: "Our view is that with profits products can be an excellent long term saving option if taken with the right provider, providing some assurances if the stock market fluctuates.

"We believe our long-standing strategy of investing in quality equity holdings and retaining them, contributes significantly to the long term market leading payouts for our customers, as this survey has shown. Our with profits bond has the highest level of equity investment of all those surveyed still open to new business** and we are able to maintain this because of our financial strength.

"While some providers have announced they will no longer be taking on new with profits business in recent years, we remain committed as they are a popular investment with our professional customers, who are attracted by our specialist knowledge, strong investment performance and financial strength."

Wesleyan is the only life office to be ranked 10 out of 10 for ten successive years for financial strength in Cazalet Consulting's survey of with profits offices.

Comparison of returns from other investments:

£10,000 invested in... Returns after ten years 
 Wesleyan Capital Investment Bond (cash in
 £19,349 (+93%)
 AGR (Annual Growth Rate)***: 6.8%
 90-day deposit account (current value)  £12,062 (+20.6%)
 AGR: 1.9%
 Current account paying 0.5% APR (Annual 
 Percentage Rate)
 £10,511 (+5.1%)

* Results taken from Money Management magazine study published 01.01.2016 featuring the Wesleyan Capital Investment Bond. Results tracked cash in values as at 1 November 2015.
** The Wesleyan Capital Investment Bond has an equity asset allocation, as at 1 November 2015, of 61%, the highest level of those providers still open to new business, compared to an industry average of 39%. Taken from Money Management January 2016.
*** Annual Growth Rates (AGR) as at 1 November 2015 taken from Money Management, January 2016.

Please note that past performance is not a reliable guide to future performance and the value of your investment can go down as well as up, so you could get back less than you have invested.

'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

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© 2018 Wesleyan Assurance Society