Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Active products

Browse our active products to see how they’re performing


Click on the product titles below to reveal further information.

Annual Growth Plan
Product Name Plan Summary Start Date End Date Price
Annual Growth Plan 48  Download plan summary 3 Mar 2017 3 Mar 2023 £1.2051 as at 4 Jul 2022
Annual Growth Plan 50  Download plan summary 12 May 2017 12 May 2023 £1.1774 as at 4 Jul 2022
Annual Growth Plan 51  Download plan summary 23 Jun 2017 23 Jun 2023 £1.1565 as at 4 Jul 2022
Annual Growth Plan 52  Download plan summary 11 Aug 2017 11 Aug 2023 £1.2301 as at 4 Jul 2022
Annual Growth Plan 54  Download plan summary 10 Nov 2017 10 Nov 2023 £1.1680 as at 4 Jul 2022
Annual Growth Plan 58  Download plan summary 18 May 2018 20 May 2024 £1.0998 as at 4 Jul 2022
Annual Growth Plan 59  Download plan summary 17 Aug 2018 19 Aug 2024 £1.1268 as at 4 Jul 2022
Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
Annual Kick-out Plan 5  Download plan summary 18 May 2018 20 May 2024 £1.1222 as at 4 Jul 2022
Annual Kick-out Plan 6  Download plan summary 29 Jun 2018 28 Jun 2024 £1.1088 as at 4 Jul 2022
Annual Kick-out Plan 7  Download plan summary 17 Aug 2018 19 Aug 2024 £1.1497 as at 4 Jul 2022
Annual Kick-out Plan 8  Download plan summary 5 Oct 2018 7 Oct 2024 £1.2002 as at 4 Jul 2022
Annual Kick-out Plan 9  Download plan summary 26 Apr 2019 27 Apr 2026 £1.1730 as at 4 Jul 2022
Annual Kick-out Plan 11  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1487 as at 4 Jul 2022
Annual Kick-out Plan 12  Download plan summary 6 Sep 2019 7 Sep 2026 £1.1746 as at 4 Jul 2022
Annual Kick-out Plan 13  Download plan summary 11 Oct 2019 12 Oct 2026 £1.1647 as at 4 Jul 2022
Annual Kick-out Plan 14  Download plan summary 22 Nov 2019 23 Nov 2026 £1.1509 as at 4 Jul 2022
Annual Kick-out Plan 15  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0992 as at 4 Jul 2022
Annual Kick-out Plan (CT015)  Download plan summary 19 Feb 2021 21 Feb 2028 £1.0092 as at 4 Jul 2022
Annual Kick-out Plan (CT017)  Download plan summary 19 Feb 2021 21 Feb 2028 £1.0207 as at 4 Jul 2022
UK Annual Kick-out Plan (GS118)  Download plan summary 12 Apr 2021 12 Apr 2027 £1.0086 as at 4 Jul 2022
UK Annual Kick-out Plan (GS119)  Download plan summary 12 Apr 2021 12 Apr 2027 £1.0195 as at 4 Jul 2022
UK Annual Kick-out Plan (GS122)  Download plan summary 11 Jun 2021 11 Jun 2027 £0.9631 as at 4 Jul 2022
UK Annual Kick-out Plan (GS123)  Download plan summary 11 Jun 2021 11 Jun 2027 £0.9722 as at 4 Jul 2022
UK Annual Kick-out Plan (GS124)  Download plan summary 16 Jul 2021 17 Jul 2028 £0.9725 as at 4 Jul 2022
UK Annual Kick-out Plan (GS125)  Download plan summary 16 Jul 2021 17 Jul 2028 £0.9785 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 40 (HS206)  Download plan summary 23 Jul 2021 23 Jul 2026 £1.0146 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 41 (HS207)  Download plan summary 23 Jul 2021 23 Jul 2026 £1.0209 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 42 (HS208)  Download plan summary 23 Jul 2021 23 Jul 2026 £1.0248 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 43 (HS211)  Download plan summary 27 Aug 2021 27 Aug 2026 £1.0096 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 44 (HS212)  Download plan summary 27 Aug 2021 27 Aug 2026 £1.0057 as at 4 Jul 2022
UK Annual Kick-out Plan (GS129)  Download plan summary 3 Sep 2021 4 Sep 2028 £0.9582 as at 4 Jul 2022
UK Annual Kick-out Plan (GS130)  Download plan summary 3 Sep 2021 4 Sep 2028 £0.9627 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 45 (HS215)  Download plan summary 1 Oct 2021 1 Oct 2026 £1.0081 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 46 (HS216)  Download plan summary 1 Oct 2021 1 Oct 2026 £1.0126 as at 4 Jul 2022
UK Annual Kick-out Plan (GS132)  Download plan summary 12 Oct 2021 12 Oct 2028 £0.9463 as at 4 Jul 2022
UK Annual Kick-out Plan (GS133)  Download plan summary 12 Oct 2021 12 Oct 2028 £0.9504 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 47 (HS219)  Download plan summary 12 Nov 2021 12 Nov 2026 £0.9783 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 48 (HS220)  Download plan summary 12 Nov 2021 12 Nov 2026 £0.9766 as at 4 Jul 2022
UK Annual Kick-out Plan (GS135)  Download plan summary 12 Nov 2021 13 Nov 2028 £0.9276 as at 4 Jul 2022
UK Annual Kick-out Plan (GS136)  Download plan summary 12 Nov 2021 13 Nov 2028 £0.9304 as at 4 Jul 2022
UK Annual Kick-out Plan (GS140)  Download plan summary 17 Dec 2021 18 Dec 2028 £0.9337 as at 4 Jul 2022
UK Annual Kick-out Plan (GS141)  Download plan summary 17 Dec 2021 18 Dec 2028 £0.9372 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 49 (HS223)  Download plan summary 17 Dec 2021 17 Dec 2026 £0.9775 as at 4 Jul 2022
Annual Kick-out Plan UK Issue 50 (HS224)  Download plan summary 17 Dec 2021 17 Dec 2026 £0.9775 as at 4 Jul 2022
UK Annual Kick-out Plan (GS144)  Download plan summary 28 Jan 2022 29 Jan 2029 £0.9227 as at 4 Jul 2022
UK Annual Kick-out Plan (GS145)  Download plan summary 28 Jan 2022 29 Jan 2029 £0.9261 as at 4 Jul 2022
UK Annual Kick-out Plan (HS227)  Download plan summary 28 Jan 2022 28 Jan 2027 £0.9660 as at 4 Jul 2022
UK Annual Kick-out Plan (HS228)  Download plan summary 28 Jan 2022 28 Jan 2027 £0.9663 as at 4 Jul 2022
UK Annual Kick-out Plan (HS232)  Download plan summary 2 Mar 2022 2 Mar 2027 £0.9588 as at 4 Jul 2022
UK Annual Kick-out Plan (HS233)  Download plan summary 2 Mar 2022 2 Mar 2027 £0.9575 as at 4 Jul 2022
UK Annual Kick-out Plan (GS149)  Download plan summary 16 Mar 2022 16 Mar 2029 £0.9242 as at 4 Jul 2022
UK Annual Kick-out Plan (GS150)  Download plan summary 16 Mar 2022 16 Mar 2029 £0.9273 as at 4 Jul 2022
UK Annual Kick-out Plan (HS237)  Download plan summary 31 Mar 2022 31 Mar 2027 £0.9338 as at 4 Jul 2022
UK Annual Kick-out Plan (HS238)  Download plan summary 31 Mar 2022 31 Mar 2027 £0.9314 as at 4 Jul 2022
UK Annual Kick-out Plan (GS155)  Download plan summary 22 Apr 2022 23 Apr 2029 £0.9294 as at 4 Jul 2022
UK Annual Kick-out Plan (GS156)  Download plan summary 22 Apr 2022 23 Apr 2029 £0.9315 as at 4 Jul 2022
UK Annual Kick-out Plan (HS243)  Download plan summary 5 May 2022 5 May 2027 £0.9514 as at 4 Jul 2022
UK Annual Kick-out Plan (HS244)  Download plan summary 5 May 2022 5 May 2027 £0.9490 as at 4 Jul 2022
UK Annual Kick-out Plan (GS159)  Download plan summary 1 Jun 2022 1 Jun 2029 £0.9368 as at 4 Jul 2022
UK Annual Kick-out Plan (GS160)  Download plan summary 1 Jun 2022 1 Jun 2029 £0.9397 as at 4 Jul 2022
UK 95% Annual Kick-out Plan (CT036)  Download plan summary 10 Jun 2022 10 Jun 2030 £0.9529 as at 4 Jul 2022
UK 90% Annual Kick-out Plan (CT037)  Download plan summary 10 Jun 2022 10 Jun 2030 £0.9550 as at 4 Jul 2022
UK Annual Kick-out Plan (HS252)  Download plan summary 10 Jun 2022 10 Jun 2027 £0.9646 as at 4 Jul 2022
UK Annual Kick-out Plan (HS253)  Download plan summary 10 Jun 2022 10 Jun 2027 £0.9626 as at 4 Jul 2022
Europe Annual Kick-out Plan (HS254)  Download plan summary 10 Jun 2022 10 Jun 2027 £0.9479 as at 4 Jul 2022
UK Annual Kick-out Plan (GS163)  Download plan summary 8 Jul 2022 9 Jul 2029
UK Annual Kick-out Plan (GS164)  Download plan summary 8 Jul 2022 9 Jul 2029
Annual Step Down Plan
Product Name Plan Summary Start Date End Date Price
Conditional Income Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Conditional Income
Kick-out Plan Issue 1
 Download plan summary 24 Jan 2020 24 Jan 2030 £0.8920 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (MS064)  Download plan summary 19 Nov 2021 19 Nov 2027 £0.9082 as at 4 Jul 2022
UK & US Conditional Income Kick-out Plan (MS065)  Download plan summary 19 Nov 2021 19 Nov 2027 £0.8465 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (MS069)  Download plan summary 17 Dec 2021 17 Dec 2027 £0.9079 as at 4 Jul 2022
UK & US Conditional Income Kick-out Plan (MS070)  Download plan summary 17 Dec 2021 17 Dec 2027 £0.8545 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (MS074)  Download plan summary 4 Feb 2022 4 Feb 2028 £0.9130 as at 4 Jul 2022
UK & US Conditional Income Kick-out Plan (MS075)  Download plan summary 4 Feb 2022 4 Feb 2028 £0.8764 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (MS077)  Download plan summary 18 Mar 2022 20 Mar 2028 £0.9116 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (MS081)  Download plan summary 22 Apr 2022 24 Apr 2028 £0.9470 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (MS086)  Download plan summary 27 May 2022 30 May 2028 £0.9442 as at 4 Jul 2022
Defensive Annual Growth Plan
Product Name Plan Summary Start Date End Date Price
Defensive Dual Index Plan (UK and Europe)
Product Name Plan Summary Start Date End Date Price
Defensive Dual Index Plan (UK and US)
Product Name Plan Summary Start Date End Date Price
Defensive Dual Index Plan 40  Download plan summary 3 Mar 2017 3 Mar 2023 £1.3387 as at 4 Jul 2022
Defensive Dual Index Plan 42  Download plan summary 12 May 2017 12 May 2023 £1.3210 as at 4 Jul 2022
Defensive Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
Defensive Step Down Kick-out Plan 1  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1134 as at 4 Jul 2022
Dual Index Plan (UK and Europe)
Product Name Plan Summary Start Date End Date Price
Dual Index Plan (FTSE and EURO STOXX) 7  Download plan summary 11 May 2018 13 May 2024 £1.2053 as at 4 Jul 2022
Dual Index Plan (UK and US)
Product Name Plan Summary Start Date End Date Price
Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS239)  Download plan summary 31 Mar 2022 31 Mar 2027 £0.8951 as at 4 Jul 2022
Europe Annual Kick-out Plan (HS245)  Download plan summary 5 May 2022 5 May 2027 £0.9372 as at 4 Jul 2022
Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Step Down Kick-out Plan (HS236)  Download plan summary 24 Mar 2022 24 Mar 2027 £0.9090 as at 4 Jul 2022
Europe Step Down Kick-out Plan (HS242)  Download plan summary 14 Apr 2022 14 Apr 2027 £0.9320 as at 4 Jul 2022
Europe Step Down Kick-out Plan (HS250)  Download plan summary 20 May 2022 20 May 2027 £0.9566 as at 4 Jul 2022
Europe Step Down Kick-out Plan (HS258)  Download plan summary 24 Jun 2022 24 Jun 2027 £1.0000 as at 24 Jun 2022
Fixed Income Plan
Product Name Plan Summary Start Date End Date Price
Fixed Income Plan 11  Download plan summary 23 Jun 2017 23 Jun 2023 £0.9622 as at 4 Jul 2022
Fixed Income Plan 12  Download plan summary 11 Aug 2017 11 Aug 2023 £0.9649 as at 4 Jul 2022
Fixed Income Plan 13  Download plan summary 15 Sep 2017 15 Sep 2023 £0.9611 as at 4 Jul 2022
Fixed Income Plan 14  Download plan summary 27 Oct 2017 27 Oct 2023 £0.9686 as at 4 Jul 2022
Fixed Income Plan 15  Download plan summary 6 Apr 2018 8 Apr 2024 £0.9599 as at 4 Jul 2022
UK Fixed Income Plan (CT041)  Download plan summary 8 Jul 2022 8 Jul 2027
FTSE Deposit Plan
Product Name Plan Summary Start Date End Date Price
FTSE Growth Kick-out Plan
Product Name Plan Summary Start Date End Date Price
FTSE Income Plan
Product Name Plan Summary Start Date End Date Price
Semi-Annual 90% Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Semi-Annual Defensive Kick-out Plan (UK & Europe)
Product Name Plan Summary Start Date End Date Price
Semi-Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Semi-Annual Kick-out Plan (SG027)  Download plan summary 4 Feb 2022 5 Feb 2029 £0.9135 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG028)  Download plan summary 4 Feb 2022 5 Feb 2029 £0.9155 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG030)  Download plan summary 18 Mar 2022 19 Mar 2029 £0.9210 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG031)  Download plan summary 18 Mar 2022 19 Mar 2029 £0.9240 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG033)  Download plan summary 22 Apr 2022 23 Apr 2029 £0.9200 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG034)  Download plan summary 22 Apr 2022 23 Apr 2029 £0.9260 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (MS084)  Download plan summary 1 Jun 2022 1 Jun 2029 £0.9403 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (MS085)  Download plan summary 1 Jun 2022 1 Jun 2029 £0.9410 as at 4 Jul 2022
Semi-Annual Kick-out Plan (SG)
Product Name Plan Summary Start Date End Date Price
UK Semi-Annual Kick-out Plan (SG008)  Download plan summary 1 Apr 2021 3 Apr 2028 £1.0230 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG010)  Download plan summary 7 May 2021 8 May 2028 £0.9875 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG011)  Download plan summary 7 May 2021 8 May 2028 £0.9935 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG012)  Download plan summary 23 Jul 2021 24 Jul 2028 £0.9735 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG013)  Download plan summary 23 Jul 2021 24 Jul 2028 £0.9770 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG017)  Download plan summary 10 Sep 2021 11 Sep 2028 £0.9620 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG018)  Download plan summary 10 Sep 2021 11 Sep 2028 £0.9620 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG019)  Download plan summary 15 Oct 2021 16 Oct 2028 £0.9490 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG020)  Download plan summary 15 Oct 2021 16 Oct 2028 £0.9535 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG022)  Download plan summary 19 Nov 2021 20 Nov 2028 £0.9540 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG023)  Download plan summary 19 Nov 2021 20 Nov 2028 £0.9575 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG025)  Download plan summary 17 Dec 2021 18 Dec 2028 £0.9365 as at 4 Jul 2022
UK Semi-Annual Kick-out Plan (SG026)  Download plan summary 17 Dec 2021 18 Dec 2028 £0.9375 as at 4 Jul 2022
Semi-Annual Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Semi-Annual Step Down Kick-out Plan Issue 2  Download plan summary 4 Aug 2017 5 Feb 2024 £1.2594 as at 19 Aug 2021
Semi-Annual Step Down Kick-out Plan Issue 22  Download plan summary 27 Dec 2019 29 Jun 2026 £1.0782 as at 4 Jul 2022
Semi-Annual Step Down Kick-out Plan Issue 26 (GS111)  Download plan summary 3 Jul 2020 4 Jan 2027 £1.1096 as at 4 Jul 2022
UK Semi-Annual Step Down
Kick-out Plan (SG015)
 Download plan summary 20 Aug 2021 21 Aug 2021 £0.9530 as at 4 Jul 2022
Semi-Annual Step Down Kick-out Plan (UK & Europe)
Product Name Plan Summary Start Date End Date Price
UK & Europe Semi-Annual Step Down
Kick-out Plan Issue 4 (MS037)
 Download plan summary 3 Jan 2020 4 Jan 2027 £1.0672 as at 4 Jul 2022
Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (HS209)  Download plan summary 20 Aug 2021 20 Aug 2026 £0.9657 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS210)  Download plan summary 20 Aug 2021 20 Aug 2026 £1.0046 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS213)  Download plan summary 24 Sep 2021 24 Sep 2026 £0.9694 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS214)  Download plan summary 24 Sep 2021 24 Sep 2026 £0.9986 as at 4 Jul 2022
UK Step Down Kick-out Plan (CT020)  Download plan summary 25 Nov 2021 27 Nov 2028 £0.8998 as at 4 Jul 2022
UK Step Down Kick-out Plan (GS138)  Download plan summary 3 Dec 2021 4 Dec 2028 £0.9432 as at 4 Jul 2022
UK Step Down Kick-out Plan (GS151)  Download plan summary 16 Mar 2022 16 Mar 2029 £0.9223 as at 4 Jul 2022
UK Step Down Kick-out Plan (GS157)  Download plan summary 22 Apr 2022 23 Apr 2029 £0.9316 as at 4 Jul 2022
UK Step Down Kick-out Plan (CT038)  Download plan summary 17 Jun 2022 18 Jun 2029 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (HS257)  Download plan summary 24 Jun 2022 24 Jun 2027 £1.0000 as at 24 Jun 2022
UK Step Down Kick-out Plan (HS256)  Download plan summary 24 Jun 2022 24 Jun 2027 £1.0000 as at 24 Jun 2022
UK Step Down Kick-out Plan (HS255)  Download plan summary 24 Jun 2022 24 Jun 2027 £1.0000 as at 24 Jun 2022
Stepped Growth Plan
Product Name Plan Summary Start Date End Date Price
Super Defensive Dual Index Plan
Product Name Plan Summary Start Date End Date Price
Triple Index Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan 1  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0843 as at 4 Jul 2022
UK & Europe Kick-out Plan (BNP001)  Download plan summary 31 Jul 2020 31 Jul 2026 £1.0972 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA004)  Download plan summary 23 Jul 2021 23 Jul 2029 £0.8399 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA005)  Download plan summary 23 Jul 2021 23 Jul 2029 £0.8472 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA009)  Download plan summary 10 Sep 2021 10 Sep 2029 £0.8217 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA010)  Download plan summary 10 Sep 2021 10 Sep 2029 £0.8280 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA012)  Download plan summary 15 Oct 2021 16 Oct 2028 £0.8130 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA016)  Download plan summary 26 Nov 2021 27 Nov 2028 £0.8402 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA017)  Download plan summary 26 Nov 2021 27 Nov 2028 £0.8448 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA020)  Download plan summary 21 Jan 2022 22 Jan 2029 £0.8104 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA021)  Download plan summary 21 Jan 2022 22 Jan 2029 £0.8134 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA022)  Download plan summary 25 Feb 2022 26 Feb 2029 £0.8689 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA023)  Download plan summary 25 Feb 2022 26 Feb 2029 £0.8747 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA025)  Download plan summary 5 Apr 2022 5 Apr 2029 £0.8964 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA026)  Download plan summary 5 Apr 2022 5 Apr 2029 £0.8930 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA028)  Download plan summary 20 May 2022 21 May 2029 £0.9645 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA029)  Download plan summary 20 May 2022 21 May 2029 £0.9614 as at 4 Jul 2022
UK & Europe Kick-out Plan (CA032)  Download plan summary 8 Jul 2022 9 Jul 2029
UK & Europe Kick-out Plan (CA033)  Download plan summary 8 Jul 2022 9 Jul 2029
UK & Europe Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan 4 (MS026)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.2378 as at 4 Jul 2022
UK & Europe Kick-out Plan (MS057)  Download plan summary 5 Mar 2021 5 Mar 2027 £0.9668 as at 4 Jul 2022
UK & Europe Semi-Annual Defensive Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (UK3)
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (HS259)  Download plan summary 24 Jun 2022 24 Jun 2027 £1.0000 as at 24 Jun 2022
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Kick-out Plan (MS060)  Download plan summary 10 Sep 2021 10 Sep 2027 £0.9021 as at 4 Jul 2022
UK & US Kick-out Plan (MS062)  Download plan summary 15 Oct 2021 15 Oct 2027 £0.8986 as at 4 Jul 2022
UK & US Kick-out Plan (MS067)  Download plan summary 26 Nov 2021 26 Nov 2027 £0.8995 as at 4 Jul 2022
UK & US Kick-out Plan (MS071)  Download plan summary 21 Jan 2022 21 Jan 2028 £0.9145 as at 4 Jul 2022
UK & US Kick-out Plan (MS072)  Download plan summary 21 Jan 2022 21 Jan 2028 £0.9041 as at 4 Jul 2022
UK & US Kick-out Plan (CT026)  Download plan summary 4 Mar 2022 5 Mar 2029 £0.8929 as at 4 Jul 2022
UK & US Kick-out Plan (MS079)  Download plan summary 14 Apr 2022 18 Apr 2028 £0.9061 as at 4 Jul 2022
UK & US Kick-out Plan (MS082)  Download plan summary 27 May 2022 30 May 2028 £0.9330 as at 4 Jul 2022
UK & US Kick-out Plan (MS088)  Download plan summary 8 Jul 2022 10 Jul 2028
UK & US Step Down Kick-out Plan (MS089)  Download plan summary 8 Jul 2022 10 Jul 2028
UK 7Y Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 7Y Step Down Kick-out Plan (April 2019)  Download plan summary 26 Apr 2019 27 Apr 2026 £1.1322 as at 4 Jul 2022
UK 7Y Step Down Kick-out Plan (July 2019)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1097 as at 4 Jul 2022
UK 7Y Step Down Kick-out Plan
(September 2019)
 Download plan summary 6 Sep 2019 7 Sep 2026 £1.1107 as at 4 Jul 2022
UK 7Y Step Down Kick-out Plan (October 2019)  Download plan summary 11 Oct 2019 12 Oct 2026 £1.1088 as at 4 Jul 2022
UK 7Y Step Down Kick-out Plan
(November 2019)
 Download plan summary 22 Nov 2019 23 Nov 2026 £1.1012 as at 4 Jul 2022
UK 7Y Step Down Kick-out Plan (January 2020)  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0624 as at 4 Jul 2022
UK 8Y Defensive Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK 95% Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK 95% Kick-out Plan 2 (MS028)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1925 as at 4 Jul 2022
UK and Europe 90% Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe 90% Kick-out Plan (CA030)  Download plan summary 27 May 2022 29 May 2029 £0.9401 as at 4 Jul 2022
UK and Europe Kick-out Plan (UK Four)
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan (CA013)  Download plan summary 15 Oct 2021 16 Oct 2028 £0.8216 as at 4 Jul 2022
UK and Europe Semi-Annual Defensive Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK and Europe Semi-Annual Defensive Kick-out Plan 75% Final
Product Name Plan Summary Start Date End Date Price
UK & Europe Semi-Annual Defensive
Kick-out Plan (September 2019)
 Download plan summary 6 Sep 2019 7 Sep 2026 £1.1437 as at 4 Jul 2022
UK & Europe Semi-Annual
Defensive Kick-out Plan (January 2020)
 Download plan summary 10 Jan 2020 11 Jan 2027 £1.0543 as at 4 Jul 2022
UK and Europe Semi-Annual Step Down Plan
Product Name Plan Summary Start Date End Date Price
UK and Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (BNP002)  Download plan summary 31 Jul 2020 31 Jul 2026 £1.1119 as at 4 Jul 2022
UK & Europe Step Down Kick-out Plan (BNP005)  Download plan summary 18 Sep 2020 18 Sep 2026 £1.0735 as at 4 Jul 2022
UK & Europe Step Down Kick-out Plan (CA024)  Download plan summary 25 Feb 2022 26 Feb 2029 £0.8639 as at 4 Jul 2022
UK & Europe Step Down Kick-out Plan (CA027)  Download plan summary 5 Apr 2022 5 Apr 2029 £0.8926 as at 4 Jul 2022
UK and US Semi-Annual Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK and US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Step Down Kick-out Plan 5  Download plan summary 11 Oct 2019 12 Oct 2026 £1.1420 as at 4 Jul 2022
UK & US Step Down Kick-out Plan 6  Download plan summary 22 Nov 2019 23 Nov 2026 £1.1277 as at 4 Jul 2022
UK & US Step Down Kick-out Plan 7  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0816 as at 4 Jul 2022
UK & US Step Down Kick-out Plan (MS059)  Download plan summary 25 Jun 2021 25 Jun 2027 £0.9312 as at 4 Jul 2022
UK & US Step Down Kick-out Plan (MS063)  Download plan summary 15 Oct 2021 15 Oct 2027 £0.8958 as at 4 Jul 2022
UK & US Step Down Kick-out Plan (MS068)  Download plan summary 26 Nov 2021 26 Nov 2027 £0.9031 as at 4 Jul 2022
UK & US Step Down Kick-out Plan (MS073)  Download plan summary 21 Jan 2022 21 Jan 2028 £0.9292 as at 4 Jul 2022
UK & US Step Down Kick-out Plan (CT027)  Download plan summary 4 Mar 2022 6 Mar 2028 £0.8885 as at 4 Jul 2022
UK & US Step Down Kick-out Plan (MS080)  Download plan summary 14 Apr 2022 18 Apr 2028 £0.9154 as at 4 Jul 2022
UK & US Step Down Kick-out Plan (MS083)  Download plan summary 27 May 2022 30 May 2028 £0.9363 as at 4 Jul 2022
UK Best Entry Growth Plan
Product Name Plan Summary Start Date End Date Price
UK Best Entry Growth Plan Issue 1  Download plan summary 10 Apr 2018 10 Apr 2024 £1.1099 as at 4 Jul 2022
UK Conditional Income Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Conditional Income Kick-out Plan (CS017)  Download plan summary 11 Sep 2020 11 Sep 2028 £1.0033 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (GS117)  Download plan summary 26 Mar 2021 27 Mar 2028 £0.9360 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (CA003)  Download plan summary 9 Jul 2021 9 Jul 2029 £0.9263 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (CA007)  Download plan summary 20 Aug 2021 20 Aug 2029 £0.9234 as at 4 Jul 2022
UK Conditional Income Kick-out Plan (CA011)  Download plan summary 1 Oct 2021 1 Oct 2029 £0.9336 as at 4 Jul 2022
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Fixed Income Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK Fixed Income Plan 1 (MS003)  Download plan summary 19 Dec 2018 19 Dec 2024 £0.9533 as at 4 Jul 2022
UK Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Kick-out Plan Issue 1  Download plan summary 11 May 2018 13 May 2024 £1.1562 as at 4 Jul 2022
UK Kick-out Plan Issue 2  Download plan summary 22 Jun 2018 24 Jun 2024 £1.1257 as at 4 Jul 2022
UK Kick-out Plan Issue 3  Download plan summary 10 Aug 2018 12 Aug 2024 £1.1482 as at 4 Jul 2022
UK Kick-out Plan Issue 4  Download plan summary 28 Sep 2018 30 Sep 2024 £1.1985 as at 4 Jul 2022
UK Kick-out Plan (90% version)
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan (CT030)  Download plan summary 18 Mar 2022 18 Mar 2030 £0.9188 as at 4 Jul 2022
UK 90% Annual Kick-out Plan (CT034)  Download plan summary 29 Apr 2022 29 Apr 2030 £0.9430 as at 4 Jul 2022
UK Kick-out Plan (95% version)
Product Name Plan Summary Start Date End Date Price
UK 95% Annual Kick-out Plan (CT029)  Download plan summary 18 Mar 2022 18 Mar 2030 £0.9158 as at 4 Jul 2022
UK 95% Annual Kick-out Plan (CT033)  Download plan summary 29 Apr 2022 29 Apr 2030 £0.9269 as at 4 Jul 2022
UK Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK Kick-out Plan 5 (MS019)  Download plan summary 14 Jun 2019 15 Jun 2026 £1.1631 as at 4 Jul 2022
UK Kick-out Plan 6 (MS023)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1684 as at 4 Jul 2022
UK Kick-out Plan 7 (MS029)  Download plan summary 27 Sep 2019 28 Sep 2026 £1.1570 as at 4 Jul 2022
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (HS184)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0015 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS190)  Download plan summary 26 Mar 2021 30 Mar 2027 £1.0064 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS193)  Download plan summary 30 Apr 2021 30 Apr 2026 £0.9868 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS198)  Download plan summary 11 Jun 2021 11 Jun 2026 £0.9576 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS204)  Download plan summary 16 Jul 2021 16 Jul 2026 £0.9668 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS205)  Download plan summary 16 Jul 2021 16 Jul 2026 £1.0136 as at 4 Jul 2022
UK Step Down Kick-out Plan (CA006)  Download plan summary 20 Aug 2021 20 Aug 2029 £0.9302 as at 4 Jul 2022
UK Step Down Kick-out Plan (GS131)  Download plan summary 13 Oct 2021 13 Oct 2028 £0.9392 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS217)  Download plan summary 5 Nov 2021 5 Nov 2026 £0.9523 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS218)  Download plan summary 5 Nov 2021 5 Nov 2026 £0.9753 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS221)  Download plan summary 10 Dec 2021 10 Dec 2026 £0.9524 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS222)  Download plan summary 10 Dec 2021 10 Dec 2026 £0.9631 as at 4 Jul 2022
UK Step Down Kick-out Plan (CT022)  Download plan summary 14 Jan 2022 15 Jan 2029 £0.8811 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS225)  Download plan summary 21 Jan 2022 21 Jan 2027 £0.9489 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS226)  Download plan summary 21 Jan 2022 21 Jan 2027 £0.9594 as at 4 Jul 2022
UK Step Down Kick-out Plan (GS142)  Download plan summary 28 Jan 2022 29 Jan 2029 £0.9249 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS230)  Download plan summary 14 Feb 2022 15 Feb 2027 £0.9277 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS231)  Download plan summary 14 Feb 2022 15 Feb 2027 £0.9371 as at 4 Jul 2022
UK Step Down Kick-out Plan (CT025)  Download plan summary 18 Feb 2022 19 Feb 2029 £0.8834 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS234)  Download plan summary 24 Mar 2022 24 Mar 2027 £0.9282 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS235)  Download plan summary 24 Mar 2022 24 Mar 2027 £0.9339 as at 4 Jul 2022
UK Step Down Kick-out Plan (CT031)  Download plan summary 31 Mar 2022 3 Apr 2029 £0.9338 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS240)  Download plan summary 14 Apr 2022 14 Apr 2027 £0.9538 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS241)  Download plan summary 14 Apr 2022 14 Apr 2027 £0.9475 as at 4 Jul 2022
UK Step Down Kick-out Plan (CT035)  Download plan summary 6 May 2022 8 May 2029
UK Step Down Kick-out Plan (HS247)  Download plan summary 20 May 2022 20 May 2027 £0.9666 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS248)  Download plan summary 20 May 2022 20 May 2027 £0.9660 as at 4 Jul 2022
UK Step Down Kick-out Plan (HS249)  Download plan summary 20 May 2022 20 May 2027 £0.9635 as at 4 Jul 2022
UK Step Down Kick-out Plan (GS158)  Download plan summary 1 Jun 2022 1 Jun 2029 £0.9425 as at 4 Jul 2022
UK Step Down Kick-out Plan (GS162)  Download plan summary 8 Jul 2022 9 Jul 2029
UK Step Down Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan 5 (MS025)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1636 as at 4 Jul 2022
UK Step Down Kick-out Plan 80% Final (MS)
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan
June 2019 (MS021)
 Download plan summary 14 Jun 2019 15 Jun 2026 £1.1334 as at 4 Jul 2022
UK Step Down Kick-out Plan
July 2019 (MS027)
 Download plan summary 19 Jul 2019 20 Jul 2026 £1.1459 as at 4 Jul 2022
UK Step Down Kick-out Plan
September 2019 (MS030)
 Download plan summary 27 Sep 2019 28 Sep 2026 £1.1057 as at 4 Jul 2022
UK Step Down Kick-out Plan
January 2020 (MS035)
 Download plan summary 3 Jan 2020 4 Jan 2027 £1.0711 as at 4 Jul 2022
UK US Step Down Kick-out
Product Name Plan Summary Start Date End Date Price
UK & US Step Down Kick-out Plan (MS061)  Download plan summary 10 Sep 2021 10 Sep 2027 £0.9011 as at 4 Jul 2022
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