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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 your investment can go down as well as up and you may not get back the full amount invested.


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Company address:
Altero Financial Services Ltd, 1 Beasleys Yard, 126 High St, Uxbridge, Middlesex, UB8 1JU
T: 01895 253559
F: 01895 238357

Email: office@altero.co.uk

Registration address:
122 High St, Uxbridge, Middlesex UB8 1JT
Registration number: 3466101
Registered in: England

Altero Financial Services Limited is Authorised and Regulated by the Financial Services Authority. Altero Financial Services Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 490060.

The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Company phone: 01895 253559 | office@altero.co.uk

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