Tel: 01582 792780 | guy.swinnerton@omni-financial.co.uk

Endowments

Endowment Policies

These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.

Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The value of investments and the income from them may go down. you may not get back the original amount invested.

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Company address:
Omni-Financial Ltd, 2 Crown Yard, Redbournbury Lane, St Albans, Herts, AL3 6RS
T: 01582 792780
F: 01582 794174

Email: guy.swinnerton@omni-financial.co.uk

Registration address:
1 Townsend Road, Harpenden, Herts AL5 4BQ
Registration number: 05501958
Registered in: England & Wales

Omni-Financial Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.

Sage Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.

The FSA do not regulate some types of mortgages, tax advice, will writing services or offshore investment products. The guidance contained within this website is subject to the UK Regulatory regime and is therefore primarily intended for consumers based in the UK.

Telephone: 01582 792780 | guy.swinnerton@omni-financial.co.uk