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How To Get Tax Free Income In Retirement

An Income Plan That Beats Inflation

High inflation and low interest rates can mean disaster for savers looking to generate income from their hard-earned cash.

Inflation has risen to 1.8%, the highest level in over two years, with some experts predicting that this could increase to a whopping 4% by the end of the year.* Interest rates too are still frozen at a historically low 0.25% and may not budge until 2019.**

Savers must take steps now to stop their 'nest egg' from dwindling under rising living costs and ultra-low interest rates.

How To Get Tax Free Income In Retirement

Making UK Savings Rates Work for You

Now has never been a more important time to review your finances and find the best savings rates for you.

And for those with no savings account, creating a savings plan to suit your lifestyle and budget is a far more sensible option than having to borrow for large unexpected, living expenses that could harm your long-term finances.

Introducing the Investec FTSE 100 Enhanced Income Plan

Fixed Monthly Income 4.35% PA

The Plan benefits from a built in safety net feature, which means as long as the closing level of the Index has not fallen by more than 40% at maturity from its Initial Index level, you will receive the full return of your original investment.

"With longer term savings rates currently only offering around 2.20% fixed, ask yourself – is a return of capital unless the FTSE falls by more than 40% a fair trade off for a 4.35% fixed income?"

Oliver Roylance-Smith
Head of Savings & Investments

The Plan is available for 2017/18 Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

*The return of your investment depends on the performance of the FTSE 100 Index and the ability of the counterparty (Investec Bank Plc) to repay your money. Full plan details are provided in brochure pack.

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How To Get Tax Free Income In Retirement
Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.