skip to main content

MB - UK Fixed Monthly Income Plan

Fixed income plan: 3.09% per year, monthly payments, paid regardless of the performance of the FTSE...

Thank you for your enquiry.

Fixed monthly income no matter how the FTSE performs

  1. 0.2575% fixed income per month (3.09% pa)
  2. Maximum 4 year term, but can mature annually from year 2 if FTSE at or above initial level
  3. Tax free income: if held in an ISA, ISA transfers accepted
  4. Non ISA also available: invest from £5,000
  5. Conditional capital protection: your initial capital returned in full unless the FTSE falls by more than 35%

The Plan is available for 2021/22 Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

  1. Investment deadline for ISA transfer applications: 10 August 2021
  2. Investment deadline for direct and 2021/22 ISA applications: 24 August 2021

Capital At Risk Investment. Full plan details are provided in brochure pack.

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.

With medium term savings rates currently only offering around 1.3% fixed, ask yourself – is a return of capital unless the FTSE falls by more than 35% a fair trade off for a 3.09% fixed income?

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure

If you're interested in the MB - UK Fixed Monthly Income Plan plan, then submit your details below and we can send you a free brochure via email and post.

Lifetime ISAs

Save for your first home and retirement

Compare Lifetime ISAs

Junior ISAs

Invest for your child’s future

Compare Junior ISAs: 

Stocks & Shares ISAs

Invest tax-free in stocks and shares 

Compare Stocks and Shares ISAs:

Latest News

5 Considerations for Your Next Investment ISA

15th March 2021

You've decided to invest your savings into a Stocks and Shares ISA. You'll be using your tax-free ISA allowance for this year before the deadline, while also investing your money for your future. But what do you need to consider before opening an account? We've put together a list of our top five considerations for you to think about before you click "apply". 

Newsletter Signup

Sign up to our Newsletter to get exclusive news and offers direct to your inbox.

About us is a trading style of Fair Investment Company.

We've been comparing and recommending ISAs for many years so you can trust you're in good hands.

About us