Lump Sums of £20,000 Extra 1% Offer - Terms & Conditions

This promotion applies to investments into metfriendly With Profit Bond, Lump Sum ISA or a combination of the two.

  1. To qualify, you and your partner between you must invest a minimum lump sum of (or lump sums totalling) £20,000 in our With-Profit Bond and/or ISA Bond. The total does not include regular contributions to our ISA Plan, but does include ISA transfers from another ISA provider.
  2. The Sum Assured on each such qualifying Bond (With-Profit and/or ISA) will be 101% of the amount invested (normally 100%).
  3. The amounts invested must all be made within a 60 day period.
  4. This promotion applies to lump sums invested on or after 1 February 2011, until further notice.
  5. All benefits (including early surrenders) on Bonds qualifying under this promotion will therefore be 1% higher than they would otherwise have been.
  6. If you withdraw funds by way of surrender from any existing plan with the Society and re-invest them within three months, this offer will not apply to the amount re-invested.
  7. You may use With-Profit Bonds purchased with this offer for our Roll-Over offer, but if you do so please note that re-investment of these With-Profit Bonds into new ISA Bonds will not qualify for this 101% promotion for a second time.