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Investment Bond Providers - Clerical Medical

Clerical Medical is part of the HBOS Group, resulting from the merger of the Halifax Group and the Bank of Scotland in 2001. The HBOS Group is among the largest financial services groups in Europe and a major and distinctive competitor in the UK financial services market, with the size scale and expertise to challenge the 'Big 4' clearing banks.

Clerical Medical therefore operates as a major player in the global economy, delivering highly competitive products and world-class customer service to financial advisers and their clients.

 

They have a Standard & Poor's rating of AA and an Aa2 rating from the international credit rating company Moody's Investors' Services.

They are currently offering:

Flexible Growth Bond which has a choice of a wide range of funds, including some managed by other leading investment companies. Switching between funds at any time is completely free however switches out of the With-Profits Fund, a final bonus and/or an MVR may apply. You can "phase-in" an investment thus overcoming the problem of knowing when best to invest.

Income Bond - this has a choice of four specially developed 'income' funds, each offering a different combination of 'income' and capital returns and again free switching between funds at any time. For switches out of the With-Profits Fund, a final bonus and/or an MVR may be applied.

Discounted Gift and Income Bond is ideal for those wishing to reduce inheritance tax liability. It also has access to a wide range of funds, including some managed by other leading investment companies, currently no charges for any switches between funds and a minimum investment of £50,000.

Complete our Quick Enquiry Form for more details.

 

UK Investments - Financial, Property & Other Investments - 1998-2008

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