Investment plans

Put your money to work, with one of Wesleyan’s investment plans

Any investment plan is only as good as the people behind it. Our plans allow you to invest in a range of funds managed by the Investment Team of the Year 2020 (Insurance Asset Risk Awards).

Whether you have a lump sum to make the most of, or you want to build your investment monthly, we have a plan that could work for you.

Bear in mind investment values and any income can go down as well as up. You could get back less than you invest.

Our investment plans

Capital Investment Bond

The Capital Investment Bond (CIB) is designed to help you plan for the future, providing the potential for capital growth and income.

  • Invest a lump sum of £7,500+
  • Invest in a choice of 17 funds including our With Profits Fund
  • Switch funds up to 12 times a year
  • Can be held in trust to help with inheritance tax planning

Flexible Savings Plan

Want to be flexible with your investment? Our easy-to-manage Flexible Savings Plan allows you to mix regular and one-off payments.

  • Invest from just £100 per month
  • Add lump sums of £500 or more at any time
  • Invest in a choice of 17 funds including our With Profits Fund
  • Plan can be held in trust to help with inheritance tax planning