With-Profits Current Bonus Rates
Additional Information
| Annual Bonus Rates | ||||
|---|---|---|---|---|
| Tables | 2007 | 2008 | 2009 - 2010 | |
| Tax Exempt Endowments | 8,10,11,21,22 | 2.70% | 2.40% | 1.80% |
| New Series Endowments | 12,14,15,16 | 2.25% | 2.00% | 1.50% |
| ISAs | 24, 25 | 4.20% | 3.60% | 2.40% |
| With Profit Bonds & Flexible Savings Plans |
19,26,27 | 3.50% | 3.00% | 2.00% |
| Fully Paid Whole Life Policy (Tax Exempt) |
11 | 4.20% | 3.60% | 2.40% |
| Fully Paid Whole Life Policy | 12 | 3.50% | 3.00% | 2.00% |
| Final Bonus Rates | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| New Series Endowments And Tax Exempt |
Maturity In 2007 | Maturity In 2008 | Maturity In 2009 | Maturity In 2010 | ||||||||
| 5 Year | 6% | 7% | 5% | 9% | ||||||||
| 10 Year | 7% | 12% | 10% | 18% | ||||||||
| 15 Year | 12% | 15% | 12% | 20% | ||||||||
| 20 Year | n/a | n/a | 24% | 33% | ||||||||
| 25 Year | n/a | n/a | 49% | 62% | ||||||||
| 30 Year | n/a | n/a | 110% | 126% | ||||||||
| With Profit and ISA Bonds | Final Bonuses as at 01.07.2010 | ||||||||
Last Anniversary Date | 2009 Q3 | 2009 Q4 | 2010 Q1 | 2010 Q2 | 2010 Q3 |
||||
| 5 Year | 14% | 14% | 14% | 14% | 13% | ||||
| 10 Year | 23% | 23% | 25% | 26% | 27% | ||||
Regular Premium ISA final bonus is taken using the average final bonus rate applying to the tax year of subscription.