Savings and Investments To view Protection Policies Click here
ISAs
MPFS is pleased to offer a Stocks & Shares ISA with no liability for income or capital gains tax. Investments from £30 to £600 can be made as a monthly plan and up to £7200 can be invested as a lump sum.
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5 Year or Flexible Savings Plans
Our 5 year savings plan which attracts yearly bonuses and a possible final terminal bonus. Or for more flexibility, our Flexible Savings Plan.
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Savers' Tax-Exempt Plan (STEP)
Friendly Societies are able to offer members £25 per month to invest in a Tax-Exempt Plan. This is in addition to any ISA allowance.
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Children's Savings Plan
Suitable for children (or grandchildren) under 15 years of age when the policy starts. The plan matures before the child's 25th birthday but can be cashed in after 10 years without penalty on the 18th and 21st birthdays.
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Longer Term Savings
A traditional (qualifying policy) endowment savings plan for use after you have taken advantage of your £25 per month Tax-Exempt Allowance.
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With Profit Bond
A lump sum investment plan (minimum £1000) into the Society's with profit fund. Now available as an income version (minimum £5000).
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