Income Investments

"Within our selection of the latest income investment options, you will find high yield plans from some of the leading investment banks, most of which can be invested in within an ISA. Find the right level of risk v reward to suit your investment outlook, and choose from monthly, quarterly or annual income".

 

Oliver Roylance Smith, Director

Income Investment Plans

For investors seeking attractive income solutions we have a range of income investment plans.

The plans below offer a monthly, quarterly or annual income. At the end of the investment plan term capital will be returned as long as certain conditions are met e.g. the FTSE 100 has not fallen by more than 50% during the plan term.

Latest Investment Income Plans
ProviderPlan NameCounterpartyISA OptionTermMaximum Potential IncomeMore Info
FTSE Monthly Contingent Income PlanNatixisyesUp to 10 years

8.04%

per annum

More Info >
  • Up to 8.04% per year based on the performance of the FTSE 100 Index
  • Income paid even if Index falls by 15%
  • Monthly payments
  • Plan can mature early each quarter from year 2 onwards
  • Alternative option available returning a potential 6% per year if FTSE falls by 30%
  • Available for ISA, ISA transfer and direct investment
  • Investment deadline for ISA transfers - 2 August 2017
  • Investment deadline for direct and ISA applications by cheque - 10 August 2017
  • Investment deadline for direct and ISA applications by bank transfer - 16 August 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% from its starting level at the end of the investment term, in which case your initial investment will reduce by 1% for each 1% fall below its starting value
  • Minimum investment £5,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
FTSE 100 Defensive Income PlanInvestec Bank Plcyes8 years

8.00%

per annum

More Info >
  • 8.00% per year based on the performance of the FTSE 100 Index
  • Income paid even if Index falls by 20%
  • Alternative option paying up to 6.00% income if Index falls by up to 40%
  • Plan can mature early each year from year 2 onwards
  • Available for ISA, ISA transfer and direct investment
  • Investment deadline for ISA transfers - 1 August 2017
  • Investment deadline for direct and ISA applications - 18 August 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it's initial level, in which case your initial investment will reduce by 1% for each 1% fall
  • Minimum investment £3,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
FTSE Daily Accrual Income Kick Out PlanNatixisyesMaximum 10 years

6.60%

per annum

More Info >
  • 6.60% per year based on the performance of the FTSE 100
  • Income accrued daily
  • Income paid even if FTSE 100 falls by up to 25%
  • Quarterly payments
  • Plan has the potential to kick out early every quarter from the end of year 1 onwards
  • Available for ISA, ISA transfer and direct investment
  • Investment deadline for ISA transfers - 26 July 2017
  • Investment deadline for direct and ISA applications by cheque - 9 August2017
  • Investment deadline for direct and ISA applications by bank transfer - 16 August 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it's start level, in which case your initial investment will reduce by 1% for each 1% fall
  • Minimum investment £10,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income and growth returns are not guaranteed. 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.

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.

Investment Place is a trading name of Fair Investment Company Ltd which is authorised and regulated by the Financial Conduct Authority.