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Savings & Investment Plan

Helping you save even more than the ISA allowance and reach your investment goals.

Open a Savings & Investment Plan

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Investment decisions made for you by the experts at Schroders

Investment decisions made for you – Schroders

 

Our customer satisfaction rating 

Our customers rate us 4.6 out of 5 stars

 

Foresters have been taking care of family finances for over 140 years

Taking care of family finances for over 140 years

 

Choice in how you do business with us

Choice in how you do business with us

 

Savings with no limits

The Forester Life Savings & Investment Plan is designed to provide flexible terms, low charges and medium to long-term growth in a risk-controlled fund. Even if you already have a Cash and/or Stocks and Shares ISA, you can still have a Savings & Investment Plan and there is no investment limit. You can start saving from age 16, and on a single or joint life basis.

We help make saving easy and offer a professionally managed fund, in which the experts at Schroders make investment decisions on your behalf. With a risk-controlled and sustainable approach, no more than 60% of your savings will be invested in shares – reducing the effect of market fluctuations but giving the opportunity for growth.

By saving with us, you will join a mutual organisation whose Purpose is to enrich family and community well-being. We look after our members by helping them save for the future, protect their families, as well as by actively giving back and making a difference in the communities they live in.

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Open a Savings & Investment Plan online

Setting up a Savings & Investment Plan is easy and can be done online in minutes - all you need is your details and your bank card at the ready. If you already have a Savings & Investment Plan with us you can view it online by simply activating your My Plans account

Before applying, please make sure you read the Savings & Investment Plan Key Information Document and Terms and Conditions.

Open a Savings & Investment Plan

We offer a home-based personal financial planning service where one of our Financial Advisers can discuss your options at your convenience. As they are paid directly there is no charge for the advice given. Discuss your options with one of our Financial Advisers. 

Tax treatment depends on individual circumstances and may be subject to change in the future. As with all stock market investments the value of your Plan can fall as well as rise and you may get back less than has been paid in.

Savings & Investment Plan - Options

The Savings & Investment Plan - Options (originally called the Growing Up Bond) was transferred to Forester Life from The Children's Mutual in January 2017. The Savings & Investment Plan - Options is no longer open to new business, however you can continue to contribute to the Plan. For more information, please refer to our Savings & Investment Plan - Options Key Features and Savings & Investment Plan - Options Terms and Conditions.

You can view your Savings & Investment Plan - Options online by creating your My Plans account.

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