Buy an Endowment Policy
| Ref | Office | Yrs | Mat. Date | Surr. Value | Price | Prem. | PDR% | Qual | Info |
|---|---|---|---|---|---|---|---|---|---|
| 212576 | Norwich Union | 25 | 18/03/10 | £19,551 | £23,078 | £36.03 | 3.50 | Y |  |
| 211865 | General Accident | 25 | 01/09/10 | £15,283 | £18,032 | £154.26 | 3.00 | Y | |
| 214139 | National Farmers Union | 30 | 01/10/10 | £18,315 | £22,225 | £181.20 | 6.50 | NA | |
| 212579 | Norwich Union | 25 | 02/12/10 | £20,071 | £23,850 | £38.20 | 3.75 | Y | |
| 205776 | Scottish Widows | 25 | 10/04/11 | £23,907 | £28,906 | £46.82 | 2.50 | A | |
| 207714 | Pearl Assurance | 25 | 17/06/11 | £15,960 | £19,274 | £37.30 | 4.90 | Y | |
| 205259 | Norwich Union | 25 | 04/07/11 | £13,997 | £16,740 | £29.58 | 3.40 | Y | |
| 215934 | Norwich Union | 25 | 05/08/11 | £18,401 | £21,874 | £38.43 | 4.00 | Y | |
| 211519 | Scottish Widows | 25 | 17/09/11 | £18,916 | £22,846 | £39.62 | 3.00 | A | |
| 211518 | Scottish Widows | 25 | 17/09/11 | £12,617 | £15,217 | £26.81 | 3.00 | A | |
| 212631 | Scottish Widows | 25 | 28/09/11 | £16,067 | £18,395 | £33.95 | 4.00 | Y | |
| 211847 | Wesleyan Assurance | 25 | 01/10/11 | £23,788 | £28,051 | £29.30 | 5.00 | Y | |
| 208921 | Scottish Widows | 25 | 02/10/11 | £15,641 | £18,686 | £34.56 | 3.30 | A | |
| 213271 | Equity & Law | 33 | 17/10/11 | £10,127 | £13,100 | £8.60 | 5.80 | Y | |
| 211866 | General Accident | 24 | 19/11/11 | £31,794 | £36,159 | £79.00 | 3.00 | Y | |
| 211867 | General Accident | 25 | 28/11/11 | £13,892 | £16,311 | £24.79 | 3.00 | Y | |
| 214679 | Wesleyan Assurance | 25 | 01/01/12 | £18,163 | £20,958 | £20.00 | 4.00 | Y | |
| 217231 | Co-operative Ins | 25 | 01/05/12 | £6,618 | £8,475 | £18.10 | 6.50 | Y | |
| 214078 | Co-operative Ins | 25 | 15/07/12 | £16,319 | £20,622 | £44.80 | 6.80 | Y | |
| 216175 | Norwich Union | 25 | 02/10/12 | £18,530 | £21,707 | £57.14 | 3.40 | Y | |
| 207387 | Co-operative Ins | 25 | 15/10/12 | £18,129 | £21,873 | £40.32 | 5.00 | Y | |
| 216653 | Royal London Mutual* | 20 | 01/11/12 | £8,675 | £10,374 | £39.91 | 8.00 | Y | |
| 211207 | Norwich Union | 25 | 24/12/12 | £16,143 | £19,730 | £39.60 | 3.40 | Y | |
| 216202 | Sun Life | 25 | 23/02/13 | £23,678 | £28,632 | £83.92 | 4.50 | Y | |
| 210230 | Royal London Mutual* | 21 | 01/03/13 | £6,576 | £8,582 | £28.67 | 7.00 | Y | |
| 208812 | Royal London Mutual* | 24 | 01/07/13 | £6,473 | £8,864 | £18.66 | 8.50 | Y | |
| 202732 | Guardian Royal Exchange | 25 | 29/07/13 | £29,116 | £33,526 | £63.63 | 3.50 | A | |
| 211546 | Legal & General | 22 | 25/11/13 | £12,489 | £15,164 | £46.48 | 2.40 | Y | |
| 215514 | Co-operative Ins | 25 | 01/12/13 | £15,914 | £21,229 | £48.30 | 7.00 | Y | |
| 216236 | Co-operative Ins | 20 | 15/02/14 | £8,450 | £10,824 | £55.10 | 5.50 | Y | |
| 204416 | Prudential Assurance | 37 | 01/06/14 | £42,667 | £68,316 | £80.95 | 6.70 | Y | |
| 210972 | Royal London Mutual* | 25 | 01/06/14 | £23,904 | £39,941 | £62.66 | 9.80 | A | |
| 216654 | Royal London Mutual* | 19 | 01/12/14 | £5,416 | £6,762 | £38.88 | 7.90 | A | |
| 216108 | Royal London Mutual* | 30 | 01/07/15 | £4,382 | £5,992 | £8.10 | 9.40 | A | |
| 210579 | Royal London Mutual* | 25 | 01/03/16 | £7,827 | £11,440 | £28.05 | 9.50 | Y | |
| 204433 | Scottish Widows | 37 | 19/03/16 | £3,797 | £5,322 | £36.83 | 4.60 | Y | |
| 216471 | Wesleyan Assurance | 25 | 01/06/16 | £18,595 | £23,967 | £43.00 | 6.00 | Y | |
| 216396 | Co-operative Ins | 25 | 01/11/16 | £10,455 | £15,240 | £47.72 | 6.50 | Y | |
| 216472 | Wesleyan Assurance | 25 | 01/12/16 | £5,896 | £7,568 | £15.70 | 6.00 | Y | |
| 213696 | Co-operative Ins | 25 | 01/03/17 | £13,342 | £19,220 | £69.18 | 6.50 | Y | |
| 201430 | Co-operative Ins | 37 | 01/11/17 | £10,265 | £18,319 | £9.80 | 7.90 | Y | |
| 211457 | Legal & General | 25 | 06/11/17 | £9,514 | £12,933 | £41.80 | 2.90 | Y | |
| 205149 | Legal & General | 25 | 24/11/17 | £12,246 | £16,455 | £53.77 | 3.00 | Y | |
| 202242 | Legal & General | 25 | 16/12/17 | £14,996 | £20,173 | £66.71 | 3.00 | Y | |
| 216655 | Royal London Mutual* | 24 | 01/01/18 | £6,324 | £8,466 | £40.52 | 10.80 | A | |
| 202877 | Prudential Assurance | 39 | 01/02/18 | £9,239 | £18,266 | £7.00 | 6.50 | Y | |
| 202152 | Legal & General | 25 | 01/04/18 | £14,040 | £19,972 | £66.10 | 2.30 | Y | |
| 216458 | Royal London Mutual* | 20 | 01/05/18 | £4,680 | £6,089 | £40.00 | 8.00 | Y | |
| 216456 | Royal London Mutual* | 20 | 01/05/18 | £4,634 | £6,089 | £40.00 | 8.00 | Y | |
| 202676 | Prudential Assurance | 36 | 01/12/18 | £9,533 | £22,236 | £12.55 | 7.25 | Y | |
| 215794 | Scottish Widows | 25 | 09/12/18 | £14,440 | £17,538 | £73.81 | 4.00 | A | |
| 212186 | Royal National Pension Fund for Nurses | 29 | 01/03/19 | £3,727 | £4,882 | £11.04 | 3.00 | Y | |
| 216110 | Royal London Mutual* | 25 | 01/05/19 | £8,874 | £12,384 | £48.05 | 10.00 | A | |
| 216304 | Legal & General | 25 | 05/08/19 | £16,385 | £19,415 | £82.30 | 1.70 | Y | |
| 216382 | Standard Life | 30 | 15/08/20 | £8,920 | £10,881 | £27.78 | 4.00 | A | |
| 210770 | Prudential Assurance | 25 | 01/03/21 | £21,829 | £27,911 | £131.02 | 5.00 | Y | |
| 205097 | Norwich Union | 42 | 01/03/21 | £16,294 | £31,132 | £14.55 | 9.25 | Y | |
| 213344 | Equity & Law | 35 | 19/05/21 | £2,124 | £3,748 | £5.80 | 7.00 | Y | |
| 210938 | Sun Life of Canada* | 30 | 03/08/21 | £4,914 | £7,011 | £20.00 | 7.00 | Y | |
| 212697 | Royal London Mutual* | 25 | 01/11/21 | £2,324 | £3,577 | £20.00 | 8.80 | Y | |
| 212318 | Commercial Union | 46 | 25/03/22 | £16,562 | £19,108 | £6.00 | 4.00 | Y | |
| 211840 | Royal London Mutual* | 24 | 01/10/22 | £4,315 | £5,935 | £44.29 | 9.40 | Y | |
| 213906 | Royal London Mutual* | 25 | 01/11/22 | £7,025 | £10,300 | £62.58 | 10.00 | A | |
| 199355 | Royal London Mutual* | 25 | 01/02/23 | £10,416 | £15,059 | £97.57 | 9.70 | A | |
| 196118 | Royal London Mutual* | 25 | 01/04/23 | £15,017 | £21,972 | £160.30 | 9.75 | A | |
| 206466 | Royal London Mutual* | 25 | 01/04/23 | £10,867 | £14,325 | £101.38 | 10.20 | A | |
| 214104 | Royal London Mutual* | 25 | 01/05/23 | £6,095 | £8,414 | £67.28 | 10.00 | A | |
| 212494 | Royal London Mutual* | 25 | 01/06/23 | £10,399 | £13,958 | £98.16 | 10.00 | A | |
| 199632 | UK Provident | 41 | 01/07/23 | £9,411 | £11,454 | £16.00 | 3.25 | Y | |
| 213824 | Norwich Union | 35 | 19/10/23 | £3,709 | £5,201 | £11.35 | 9.70 | Y | |
| 191792 | Royal Liver LOW COST | 30 | 30/03/24 | £11,701 | £15,291 | £60.88 | 4.00 | Y | |
| 202879 | Prudential Assurance | 52 | 01/04/24 | £16,043 | £28,614 | £4.41 | 6.50 | Y | |
| 207753 | Wesleyan Assurance | 25 | 01/12/24 | £20,314 | £27,373 | £187.37 | 7.70 | Y | |
| 207396 | Friends Provident | 25 | 17/03/25 | £9,598 | £11,892 | £118.54 | 0.95 | Y | |
| 203067 | Norwich Union | 35 | 28/01/26 | £10,476 | £14,939 | £40.00 | 9.10 | Y | |
| 196686 | Standard Life | 35 | 28/01/26 | £8,600 | £10,391 | £28.10 | 5.45 | A | |
| 203890 | Norwich Union | 36 | 01/03/26 | £18,043 | £23,981 | £60.00 | 9.85 | Y | |
| 204260 | Norwich Union | 38 | 26/09/27 | £5,949 | £8,073 | £20.00 | 9.30 | Y | |
| 210665 | Co-operative Ins | 30 | 01/11/27 | £5,184 | £7,537 | £37.74 | 7.20 | Y | |
| 210870 | Prudential Assurance | 30 | 01/02/28 | £4,367 | £6,085 | £30.00 | 6.80 | Y | |
| 213266 | Co-operative Ins | 38 | 01/12/29 | £6,409 | £9,690 | £22.50 | 10.20 | 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.
