Buy an Endowment Policy
| Ref | Office | Yrs | Mat. Date | Surr. Value | Price | Prem. | PDR% | Qual | Info |
|---|---|---|---|---|---|---|---|---|---|
| 204584 | Marine & General | 25 | 27/06/10 | £9,193 | £11,471 | £19.10 | 5.20 | Y |  |
| 205776 | Scottish Widows | 25 | 10/04/11 | £24,248 | £29,035 | £46.82 | 3.00 | A | |
| 190005 | Sun Life of Canada | 24 | 05/07/11 | £10,596 | £13,038 | £30.93 | 2.00 | Y | |
| 206492 | Clerical Medical | 25 | 30/01/12 | £9,983 | £12,148 | £21.17 | 3.30 | Y | |
| 208864 | Norwich Union | 20 | 27/03/12 | £10,205 | £11,883 | £37.92 | 0.50 | Y | |
| 209247 | Scottish Widows | 20 | 03/04/12 | £11,871 | £12,984 | £517.50 | 4.80 | Y | |
| 210062 | Scottish Widows | 20 | 06/05/12 | £14,828 | £17,272 | £73.67 | 2.40 | Y | |
| 207837 | Scottish Widows | 25 | 27/05/12 | £18,567 | £22,351 | £40.95 | 3.30 | A | |
| 209196 | Scottish Widows | 25 | 28/05/12 | £35,915 | £42,143 | £78.45 | 3.80 | A | |
| 203656 | Standard Life | 25 | 28/06/12 | £31,551 | £35,518 | £69.11 | 3.00 | A | |
| 209428 | Scottish Widows | 25 | 22/10/12 | £21,527 | £25,236 | £51.27 | 4.00 | A | |
| 210031 | Royal National Pension Fund for Nurses | 22 | 01/12/12 | £9,472 | £11,060 | £30.00 | 3.00 | Y | |
| 205911 | Norwich Union | 25 | 15/01/13 | £16,520 | £19,994 | £41.90 | 3.35 | Y | |
| 210023 | Prudential Assurance | 25 | 01/02/13 | £17,438 | £20,588 | £45.70 | 3.40 | Y | |
| 202732 | Guardian Royal Exchange | 25 | 29/07/13 | £28,536 | £33,009 | £63.63 | 3.50 | A | |
| 206060 | Standard Life | 30 | 27/08/13 | £16,748 | £19,819 | £23.00 | 4.80 | A | |
| 203798 | Prudential Assurance | 34 | 01/09/13 | £17,723 | £29,250 | £14.38 | 7.50 | Y | |
| 204895 | Standard Life | 34 | 08/10/13 | £18,914 | £23,257 | £19.09 | 6.00 | Y | |
| 207955 | Sun Life of Canada | 25 | 24/01/14 | £37,184 | £44,377 | £100.38 | 3.00 | Y | |
| 203594 | Scottish Widows | 25 | 23/03/14 | £14,972 | £18,922 | £41.10 | 3.55 | A | |
| 206208 | Royal London Mutual* | 25 | 01/05/14 | £13,738 | £18,735 | £36.57 | 9.50 | Y | |
| 204416 | Prudential Assurance | 37 | 01/06/14 | £38,022 | £68,195 | £80.95 | 6.35 | Y | |
| 208168 | General Accident | 25 | 21/08/14 | £10,495 | £13,096 | £40.01 | 4.50 | Y | |
| 205740 | Wesleyan Assurance | 25 | 01/04/15 | £20,484 | £25,487 | £40.90 | 6.00 | Y | |
| 206284 | Legal & General | 25 | 10/06/15 | £25,736 | £30,039 | £104.90 | 0.30 | Y | |
| 207857 | Britannic Assurance* | 25 | 01/07/15 | £21,106 | £25,846 | £65.40 | 8.70 | Y | |
| 207476 | Co-operative Ins | 23 | 15/08/15 | £7,472 | £10,104 | £42.30 | 5.50 | Y | |
| 208005 | Royal London Mutual* | 25 | 01/11/15 | £16,106 | £20,501 | £59.38 | 9.90 | A | |
| 208077 | Norwich Union | 25 | 06/12/15 | £16,976 | £21,084 | £58.35 | 3.50 | Y | |
| 204433 | Scottish Widows | 37 | 19/03/16 | £3,881 | £5,279 | £36.83 | 5.00 | Y | |
| 207162 | Legal & General | 25 | 01/06/16 | £13,954 | £16,599 | £66.80 | 1.20 | Y | |
| 202734 | Guardian Royal Exchange | 25 | 02/08/16 | £39,543 | £47,237 | £117.53 | 3.80 | A | |
| 209007 | Norwich Union | 25 | 17/09/16 | £12,882 | £15,773 | £46.05 | 3.65 | Y | |
| 206339 | Legal & General | 25 | 30/09/16 | £19,591 | £23,896 | £82.90 | 1.25 | Y | |
| 208687 | Friends Provident | 25 | 21/10/16 | £9,252 | £11,335 | £35.52 | 0.80 | Y | |
| 209254 | General Accident | 25 | 29/11/16 | £13,463 | £16,614 | £47.11 | 4.00 | Y | |
| 207256 | Legal & General | 25 | 03/07/17 | £10,861 | £14,171 | £47.73 | 2.80 | Y | |
| 205615 | Prudential Assurance | 38 | 01/08/17 | £14,119 | £27,422 | £11.31 | 7.30 | Y | |
| 207257 | Legal & General | 25 | 09/09/17 | £17,638 | £23,544 | £96.60 | 2.90 | Y | |
| 201430 | Co-operative Ins | 37 | 01/11/17 | £10,265 | £17,896 | £9.80 | 7.90 | Y | |
| 208795 | Co-operative Ins | 25 | 01/11/17 | £10,749 | £15,804 | £56.46 | 6.40 | Y | |
| 208354 | Legal & General | 25 | 06/11/17 | £12,494 | £16,346 | £54.39 | 2.90 | Y | |
| 205149 | Legal & General | 25 | 24/11/17 | £12,309 | £16,992 | £53.77 | 2.50 | Y | |
| 202242 | Legal & General | 25 | 16/12/17 | £15,028 | £20,839 | £66.71 | 2.50 | Y | |
| 202877 | Prudential Assurance | 39 | 01/02/18 | £9,088 | £17,920 | £7.00 | 6.50 | Y | |
| 202152 | Legal & General | 25 | 01/04/18 | £13,951 | £20,209 | £66.10 | 2.05 | Y | |
| 210161 | General Accident | 25 | 19/04/18 | £18,710 | £23,219 | £77.86 | 3.00 | Y | |
| 209148 | Scottish Widows | 20 | 11/05/18 | £13,560 | £16,467 | £100.00 | 3.00 | Y | |
| 204886 | Scottish Widows | 25 | 22/10/18 | £8,644 | £11,767 | £41.88 | 3.80 | A | |
| 202676 | Prudential Assurance | 36 | 01/12/18 | £9,533 | £21,759 | £12.55 | 7.25 | Y | |
| 205413 | Equity & Law | 35 | 19/05/21 | £2,077 | £3,558 | £5.80 | 7.20 | Y | |
| 207607 | Commercial Union | 30 | 24/05/21 | £12,104 | £14,905 | £58.66 | 2.50 | Y | |
| 207862 | Commercial Union | 25 | 27/09/21 | £13,085 | £16,825 | £100.79 | 0.80 | A | |
| 199355 | Royal London Mutual* | 25 | 01/02/23 | £10,276 | £14,377 | £97.57 | 9.70 | A | |
| 207339 | Royal London Mutual* | 25 | 01/03/23 | £12,588 | £18,284 | £131.80 | 9.90 | A | |
| 196118 | Royal London Mutual* | 25 | 01/04/23 | £14,690 | £20,921 | £160.30 | 9.75 | A | |
| 207538 | General Accident | 25 | 05/06/23 | £12,298 | £15,689 | £117.15 | 2.20 | Y | |
| 199790 | UK Provident | 41 | 01/07/23 | £9,881 | £11,759 | £16.00 | 3.50 | Y | |
| 199632 | UK Provident | 41 | 01/07/23 | £9,881 | £11,759 | £16.00 | 3.50 | Y | |
| 199633 | UK Provident | 41 | 01/07/23 | £15,112 | £17,985 | £24.47 | 3.50 | Y | |
| 206122 | Royal National Pension Fund for Nurses | 32 | 01/12/23 | £4,255 | £5,582 | £15.00 | 3.00 | Y | |
| 206123 | Royal National Pension Fund for Nurses | 34 | 01/02/24 | £5,380 | £6,860 | £16.04 | 3.10 | Y | |
| 191792 | Royal Liver LOW COST | 30 | 30/03/24 | £11,701 | £14,939 | £60.88 | 4.00 | Y | |
| 202879 | Prudential Assurance | 52 | 01/04/24 | £15,838 | £28,090 | £4.41 | 6.50 | Y | |
| 202271 | Standard Life | 34 | 11/06/24 | £19,231 | £24,258 | £58.88 | 5.55 | A | |
| 196686 | Standard Life | 35 | 28/01/26 | £8,346 | £10,787 | £28.10 | 5.61 | A | |
| 203067 | Norwich Union | 35 | 28/01/26 | £10,708 | £14,732 | £40.00 | 9.00 | Y | |
| 203890 | Norwich Union | 36 | 01/03/26 | £18,278 | £23,168 | £60.00 | 9.85 | Y | |
| 203171 | Norwich Union | 38 | 01/08/26 | £5,748 | £8,322 | £15.00 | 9.50 | Y | |
| 204260 | Norwich Union | 38 | 26/09/27 | £5,937 | £7,893 | £20.00 | 9.25 | Y | |
It is important to remember that past performance is not a guide to the future. Bonus rates can increase or decrease or it may be possible that no future bonuses will be declared at all.
The Sales List Notes form an integral part of this schedule.
