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Walker Crips - UK 95% Step Down Kick Out Plan

8% per year, even if the FTSE falls 5%…
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"Potential 8% pa..."

This investment plan from Walker Crips offers:

  • 8% pa: if the FTSE is above 95% of intitial level
  • Potential early maturity: annually from year 2 onwards
  • Tax free: if held in an ISA, ISA transfers accepted
  • Non-ISA also available: invest from £10,000

The Plan is available for 2020/21 Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

  • Investment deadline for stocks & shares ISA transfer applications: 6 March 2020
  • Investment deadline for cash ISA transfer applications: 13 March 2020
  • Investment deadline for direct and 2020/21 ISA applications: 27 March 2020

Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

If the value of the FTSE had fallen 5% in two years’ time, but you still received a 16% growth payment along with a return of your initial capital, would you consider that a good investment?

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure by email & post

If you're interested in the Walker Crips - UK 95% Step Down Kick Out Plan plan, then submit your details below and we can send you a free brochure via email and post.

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Jen

I found the way the different options are presented very clear - much more useful than some other comparison sites. I sent it to my daughter as well.