My : Savings Strategy ®

A bespoke solution designed for those who wish to save on a regular basis to provide for future financial commitments such as education funding for children and relatives, healthcare provision, the creation of a capital sum for retirement, and any other medium- to long-term financial planning objectives.

Contributions can be made monthly, quarterly, semi-annually or yearly, and should your circumstances change, this frequency can be changed at any time during the selected term of your plan or even temporarily ‘frozen’ until circumstances improve.

This means that you can simply stop making contributions if you ever need to and there are no costs or fees to do this. Contributions can be increased or decreased at any time and ‘lump sums’ can be added throughout the term of the plan to further enhance investment proceeds.