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 £1.1520 as at 17 Sep 2021
Annual Growth Plan 50  Download plan summary 12 May 2017 12 May 2023 £1.1289 as at 17 Sep 2021
Annual Growth Plan 51  Download plan summary 23 Jun 2017 23 Jun 2023 £1.1160 as at 17 Sep 2021
Annual Growth Plan 52  Download plan summary 11 Aug 2017 11 Aug 2023 £1.1288 as at 17 Sep 2021
Annual Growth Plan 54  Download plan summary 10 Nov 2017 10 Nov 2023 £1.0939 as at 17 Sep 2021
Annual Growth Plan 57  Download plan summary 6 Apr 2018 8 Apr 2024 £1.1357 as at 17 Sep 2021
Annual Growth Plan 58  Download plan summary 18 May 2018 20 May 2024 £1.0373 as at 17 Sep 2021
Annual Growth Plan 59  Download plan summary 17 Aug 2018 19 Aug 2024 £1.0525 as at 17 Sep 2021
Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
Annual Kick-out Plan 4  Download plan summary 6 Apr 2018 8 Apr 2024 £1.1480 as at 17 Sep 2021
Annual Kick-out Plan 5  Download plan summary 18 May 2018 20 May 2024 £1.0383 as at 17 Sep 2021
Annual Kick-out Plan 6  Download plan summary 29 Jun 2018 28 Jun 2024 £1.0415 as at 17 Sep 2021
Annual Kick-out Plan 7  Download plan summary 17 Aug 2018 19 Aug 2024 £1.0548 as at 17 Sep 2021
Annual Kick-out Plan 8  Download plan summary 5 Oct 2018 7 Oct 2024 £1.1009 as at 17 Sep 2021
Annual Kick-out Plan 9  Download plan summary 26 Apr 2019 27 Apr 2026 £1.0893 as at 17 Sep 2021
Annual Kick-out Plan 10  Download plan summary 7 Jun 2019 8 Jun 2026 £1.0957 as at 17 Sep 2021
Annual Kick-out Plan 11  Download plan summary 19 Jul 2019 20 Jul 2026 £1.0484 as at 17 Sep 2021
Annual Kick-out Plan 12  Download plan summary 6 Sep 2019 7 Sep 2026 £1.0681 as at 17 Sep 2021
Annual Kick-out Plan 13  Download plan summary 11 Oct 2019 12 Oct 2026 £1.0761 as at 17 Sep 2021
Annual Kick-out Plan 14  Download plan summary 22 Nov 2019 23 Nov 2026 £1.0653 as at 17 Sep 2021
Annual Kick-out Plan 15  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0131 as at 17 Sep 2021
Annual Kick-out Plan 16  Download plan summary 28 Feb 2020 26 Feb 2027 £1.1241 as at 17 Sep 2021
Annual Kick-out Plan 22 (HS171)  Download plan summary 9 Oct 2020 11 Oct 2027 £1.0873 as at 17 Sep 2021
Annual Kick-out Plan 23 (HS172)  Download plan summary 9 Oct 2020 11 Oct 2027 £1.0725 as at 17 Sep 2021
Annual Kick-out Plan 24 (HS174)  Download plan summary 13 Nov 2020 15 Nov 2027 £1.0774 as at 17 Sep 2021
Annual Kick-out Plan 25 (HS175)  Download plan summary 13 Nov 2020 15 Nov 2027 £1.0593 as at 17 Sep 2021
Annual Kick-out Plan 28 (HS181)  Download plan summary 23 Dec 2020 23 Dec 2027 £1.0502 as at 17 Sep 2021
Annual Kick-out Plan 29 (HS182)  Download plan summary 23 Dec 2020 23 Dec 2027 £1.0488 as at 17 Sep 2021
Annual Kick-out Plan (CT014)  Download plan summary 19 Feb 2021 21 Feb 2028 £0.9997 as at 17 Sep 2021
Annual Kick-out Plan (CT015)  Download plan summary 19 Feb 2021 21 Feb 2028 £0.9723 as at 17 Sep 2021
Annual Kick-out Plan (CT016)  Download plan summary 19 Feb 2021 21 Feb 2028 £1.0015 as at 17 Sep 2021
Annual Kick-out Plan (CT017)  Download plan summary 19 Feb 2021 21 Feb 2028 £0.9762 as at 17 Sep 2021
Annual Kick-out Plan 30 (HS185)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0139 as at 17 Sep 2021
Annual Kick-out Plan 31 (HS186)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0162 as at 17 Sep 2021
Annual Kick-out Plan 32 (HS188)  Download plan summary 26 Mar 2021 27 Mar 2028 £0.9995 as at 17 Sep 2021
Annual Kick-out Plan 33 (HS189)  Download plan summary 26 Mar 2021 27 Mar 2028 £1.0144 as at 17 Sep 2021
UK Annual Kick-out Plan (GS118)  Download plan summary 12 Apr 2021 12 Apr 2027 £0.9785 as at 17 Sep 2021
UK Annual Kick-out Plan (GS119)  Download plan summary 12 Apr 2021 12 Apr 2027 £0.9820 as at 17 Sep 2021
Annual Kick-out Plan 34 (HS195)  Download plan summary 7 May 2021 7 May 2026 £0.9811 as at 17 Sep 2021
Annual Kick-out Plan 35 (HS196)  Download plan summary 7 May 2021 7 May 2026 £0.9759 as at 17 Sep 2021
Annual Kick-out Plan 36 (HS197)  Download plan summary 7 May 2021 7 May 2026 £0.9731 as at 17 Sep 2021
UK Annual Kick-out Plan (GS122)  Download plan summary 11 Jun 2021 11 Jun 2027 £0.9379 as at 17 Sep 2021
UK Annual Kick-out Plan (GS123)  Download plan summary 11 Jun 2021 11 Jun 2027 £0.9372 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 37 (HS200)  Download plan summary 18 Jun 2021 18 Jun 2026 £0.9804 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 38 (HS201)  Download plan summary 18 Jun 2021 18 Jun 2026 £0.9707 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 39 (HS202)  Download plan summary 18 Jun 2021 18 Jun 2026 £0.9686 as at 17 Sep 2021
UK Annual Kick-out Plan (GS124)  Download plan summary 16 Jul 2021 17 Jul 2028 £0.9551 as at 17 Sep 2021
UK Annual Kick-out Plan (GS125)  Download plan summary 16 Jul 2021 17 Jul 2028 £0.9525 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 40 (HS206)  Download plan summary 23 Jul 2021 23 Jul 2026 £0.9695 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 41 (HS207)  Download plan summary 23 Jul 2021 23 Jul 2026 £0.9585 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 42 (HS208)  Download plan summary 23 Jul 2021 23 Jul 2026 £0.9584 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 43 (HS211)  Download plan summary 27 Aug 2021 27 Aug 2026 £0.9547 as at 17 Sep 2021
Annual Kick-out Plan UK Issue 44 (HS212)  Download plan summary 27 Aug 2021 27 Aug 2026 £0.9431 as at 17 Sep 2021
UK Annual Kick-out Plan (GS129)  Download plan summary 3 Sep 2021 4 Sep 2028 £0.9513 as at 17 Sep 2021
UK Annual Kick-out Plan (GS130)  Download plan summary 3 Sep 2021 4 Sep 2028 £0.9483 as at 17 Sep 2021
Annual Step Down Plan
Product Name Plan Summary Start Date End Date Price
Annual Step Down Plan 10  Download plan summary 10 Nov 2017 10 Nov 2023 £1.1579 as at 17 Sep 2021
Annual Step Down Plan 12  Download plan summary 6 Apr 2018 8 Apr 2024 £1.1479 as at 17 Sep 2021
Annual Step Down Plan 13  Download plan summary 18 May 2018 20 May 2024 £1.1058 as at 17 Sep 2021
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 £0.9284 as at 17 Sep 2021
UK & Europe Conditional Income
Kick-out Plan Issue 2
 Download plan summary 12 Mar 2020 12 Mar 2030 £1.0051 as at 17 Sep 2021
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 £1.2852 as at 17 Sep 2021
Defensive Dual Index Plan 42  Download plan summary 12 May 2017 12 May 2023 £1.2773 as at 17 Sep 2021
Defensive Dual Index Plan 44  Download plan summary 23 Mar 2018 25 Mar 2024 £1.1796 as at 17 Sep 2021
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 £1.0423 as at 17 Sep 2021
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 £1.1183 as at 17 Sep 2021
Dual Index Plan (UK and US)
Product Name Plan Summary Start Date End Date Price
Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Fixed Income Plan
Product Name Plan Summary Start Date End Date Price
Fixed Income Plan 7  Download plan summary 9 Dec 2016 9 Dec 2021 £0.9920 as at 17 Sep 2021
Fixed Income Plan 8  Download plan summary 24 Feb 2017 24 Feb 2022 £0.9925 as at 17 Sep 2021
Fixed Income Plan 9  Download plan summary 7 Apr 2017 7 Apr 2022 £0.9952 as at 17 Sep 2021
Fixed Income Plan 10  Download plan summary 12 May 2017 12 May 2022 £0.9902 as at 17 Sep 2021
Fixed Income Plan 11  Download plan summary 23 Jun 2017 23 Jun 2023 £0.9847 as at 17 Sep 2021
Fixed Income Plan 12  Download plan summary 11 Aug 2017 11 Aug 2023 £0.9816 as at 17 Sep 2021
Fixed Income Plan 13  Download plan summary 15 Sep 2017 15 Sep 2023 £0.9803 as at 17 Sep 2021
Fixed Income Plan 14  Download plan summary 27 Oct 2017 27 Oct 2023 £0.9876 as at 17 Sep 2021
Fixed Income Plan 15  Download plan summary 6 Apr 2018 8 Apr 2024 £0.9897 as at 17 Sep 2021
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 90% Kick-out Plan (GS107)  Download plan summary 3 Apr 2020 5 Oct 2026 £1.0953 as at 17 Sep 2021
Semi-Annual Defensive Kick-out Plan (UK & Europe)
Product Name Plan Summary Start Date End Date Price
Semi-Annual Defensive Kick-out Plan
(UK & Europe) Issue 1
 Download plan summary 3 Aug 2018 4 Aug 2025 £1.1775 as at 17 Sep 2021
Semi-Annual Defensive Kick-out Plan
(UK & Europe) Issue 2
 Download plan summary 21 Sep 2018 22 Sep 2025 £1.1800 as at 17 Sep 2021
Semi-Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Semi-Annual Kick-out Plan (SG017)  Download plan summary 10 Sep 2021 11 Sep 2028 £1.0000 as at 10 Sep 2021
UK Semi-Annual Kick-out Plan (SG018)  Download plan summary 10 Sep 2021 11 Sep 2028 £1.0000 as at 10 Sep 2021
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 £1.0030 as at 17 Sep 2021
UK Semi-Annual Kick-out Plan (SG010)  Download plan summary 7 May 2021 8 May 2028 £0.9690 as at 17 Sep 2021
UK Semi-Annual Kick-out Plan (SG011)  Download plan summary 7 May 2021 8 May 2028 £0.9685 as at 17 Sep 2021
UK Semi-Annual Kick-out Plan (SG012)  Download plan summary 23 Jul 2021 24 Jul 2028 £0.9745 as at 17 Sep 2021
UK Semi-Annual Kick-out Plan (SG013)  Download plan summary 23 Jul 2021 24 Jul 2028 £0.9765 as at 17 Sep 2021
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 4  Download plan summary 27 Oct 2017 29 Apr 2024 £1.2086 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 7  Download plan summary 6 Apr 2018 7 Oct 2024 £1.1890 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 8  Download plan summary 4 May 2018 7 May 2024 £1.1599 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 9  Download plan summary 18 May 2018 18 Nov 2024 £1.1186 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 10  Download plan summary 22 Jun 2018 23 Dec 2024 £1.1312 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 11  Download plan summary 29 Jun 2018 30 Dec 2024 £1.1129 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 12  Download plan summary 10 Aug 2018 10 Feb 2025 £1.1314 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 13  Download plan summary 28 Sep 2018 28 Mar 2025 £1.1286 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 16  Download plan summary 15 Mar 2019 15 Sep 2025 £1.1171 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 17  Download plan summary 3 May 2019 3 Nov 2025 £1.0903 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 18  Download plan summary 21 Jun 2019 22 Dec 2025 £1.0699 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 19  Download plan summary 9 Aug 2019 9 Feb 2026 £1.0814 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 20  Download plan summary 27 Sep 2019 27 Mar 2026 £1.0622 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 21  Download plan summary 15 Nov 2019 15 May 2026 £1.0636 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 22  Download plan summary 27 Dec 2019 29 Jun 2026 £1.0239 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan
Issue 23
 Download plan summary 14 Feb 2020 14 Aug 2026 £1.0340 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan
Issue 24 (GS106)
 Download plan summary 3 Apr 2020 5 Oct 2026 £1.0992 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 25 (GS108)  Download plan summary 15 May 2020 16 Nov 2026 £1.1016 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan Issue 26 (GS111)  Download plan summary 3 Jul 2020 4 Jan 2027 £1.0693 as at 17 Sep 2021
UK Semi-Annual Step Down
Kick-out Plan (SG015)
 Download plan summary 20 Aug 2021 21 Aug 2021 £0.9710 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan (UK & Europe)
Product Name Plan Summary Start Date End Date Price
Semi-Annual Step Down Kick-out Plan
(UK & Europe) Issue 1
 Download plan summary 3 Aug 2018 4 Aug 2025 £1.2115 as at 17 Sep 2021
Semi-Annual Step Down Kick-out Plan
(UK & Europe) Issue 2
 Download plan summary 21 Sep 2018 22 Sep 2025 £1.2151 as at 17 Sep 2021
UK & Europe Semi-Annual Step Down
Kick-out Plan Issue 4 (MS037)
 Download plan summary 3 Jan 2020 4 Jan 2027 £1.0430 as at 17 Sep 2021
UK & Europe Semi-Annual Step Down
Kick-out Plan Issue 5 (MS041)
 Download plan summary 21 Feb 2020 22 Feb 2027 £1.0540 as at 17 Sep 2021
UK & Europe Semi-Annual Step Down
Kick-out Plan Issue 6 (MS045)
 Download plan summary 3 Apr 2020 5 Apr 2027 £1.1336 as at 17 Sep 2021
Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
Step Down Kick-out Plan Issue 2  Download plan summary 27 Oct 2017 27 Oct 2023 £1.2278 as at 17 Sep 2021
Step Down Kick-out Plan Issue 5  Download plan summary 6 Apr 2018 8 Apr 2024 £1.1740 as at 17 Sep 2021
Step Down Kick-out Plan Issue 6  Download plan summary 18 May 2018 20 May 2024 £1.1120 as at 17 Sep 2021
Step Down Kick-out Plan Issue 7  Download plan summary 29 Jun 2018 28 Jun 2024 £1.1078 as at 17 Sep 2021
Step Down Kick-out Plan Issue 9  Download plan summary 5 Oct 2018 7 Oct 2024 £1.1492 as at 17 Sep 2021
Step Down Kick-out Plan Issue 10  Download plan summary 16 Nov 2018 18 Nov 2024 £1.1505 as at 17 Sep 2021
Step Down Kick-out Plan Issue 11  Download plan summary 25 Jan 2019 27 Jan 2025 £1.1406 as at 17 Sep 2021
Step Down Kick-out Plan Issue 12  Download plan summary 15 Mar 2019 17 Mar 2025 £1.1179 as at 17 Sep 2021
Step Down Kick-out Plan Issue 13  Download plan summary 26 Apr 2019 28 Apr 2025 £1.0782 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS209)  Download plan summary 20 Aug 2021 20 Aug 2026 £0.9535 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS210)  Download plan summary 20 Aug 2021 20 Aug 2026 £0.9527 as at 17 Sep 2021
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 £1.0517 as at 17 Sep 2021
UK & Europe Kick-out Plan (BNP001)  Download plan summary 31 Jul 2020 31 Jul 2026 £1.0972 as at 17 Sep 2021
UK & Europe Kick-out Plan (BNP004)  Download plan summary 18 Sep 2020 18 Sep 2026 £1.0908 as at 17 Sep 2021
UK & Europe Kick-out Plan (CA004)  Download plan summary 23 Jul 2021 23 Jul 2029 £0.9716 as at 17 Sep 2021
UK & Europe Kick-out Plan (CA005)  Download plan summary 23 Jul 2021 23 Jul 2029 £0.9756 as at 17 Sep 2021
UK & Europe Kick-out Plan (CA009)  Download plan summary 10 Sep 2021 10 Sep 2029 £1.0000 as at 10 Sep 2021
UK & Europe Kick-out Plan (CA010)  Download plan summary 10 Sep 2021 10 Sep 2029 £0.9821 as at 17 Sep 2021
UK & Europe Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan 2 (MS012)  Download plan summary 22 Mar 2019 23 Mar 2026 £1.2533 as at 17 Sep 2021
UK & Europe Kick-out Plan 3 (MS017)  Download plan summary 10 May 2019 11 May 2026 £1.2124 as at 17 Sep 2021
UK & Europe Kick-out Plan 4 (MS026)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1286 as at 17 Sep 2021
UK & Europe Kick-out Plan (MS057)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0074 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK & Europe Semi-Annual Defensive
Kick-out Plan 3 (MS011)
 Download plan summary 22 Mar 2019 23 Mar 2026 £1.1478 as at 17 Sep 2021
UK & Europe Semi-Annual
Defensive Kick-out Plan 4 (MS016)
 Download plan summary 10 May 2019 11 May 2026 £1.1323 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive
Kick-out Plan 5 (MS020)
 Download plan summary 14 Jun 2019 15 Jun 2026 £1.1048 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive
Kick-out Plan 6 (MS024)
 Download plan summary 19 Jul 2019 20 Jul 2026 £1.0861 as at 17 Sep 2021
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Kick-out Plan (MS050)  Download plan summary 4 Dec 2020 4 Dec 2026 £1.0680 as at 17 Sep 2021
UK & US Kick-out Plan (MS052)  Download plan summary 23 Dec 2020 23 Dec 2026 £1.0413 as at 17 Sep 2021
UK & US Kick-out Plan (MS056)  Download plan summary 26 Feb 2021 26 Feb 2027 £1.0204 as at 17 Sep 2021
UK & US Kick-out Plan (MS058)  Download plan summary 9 Apr 2021 9 Apr 2027 £1.0037 as at 17 Sep 2021
UK & US Kick-out Plan (MS060)  Download plan summary 10 Sep 2021 10 Sep 2027 £1.0000 as at 10 Sep 2021
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 £1.0785 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan (June 2019)  Download plan summary 7 Jun 2019 8 Jun 2026 £1.0704 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan (July 2019)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.0480 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan
(September 2019)
 Download plan summary 6 Sep 2019 7 Sep 2026 £1.0487 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan (October 2019)  Download plan summary 11 Oct 2019 12 Oct 2026 £1.0577 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan
(November 2019)
 Download plan summary 22 Nov 2019 23 Nov 2026 £1.0508 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan (January 2020)  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0126 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan (February 2020)  Download plan summary 28 Feb 2020 26 Feb 2027 £1.0770 as at 17 Sep 2021
UK 7Y Step Down Kick-out Plan (HS156)  Download plan summary 9 Apr 2020 9 Apr 2027 £1.0934 as at 17 Sep 2021
UK 8Y Defensive Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 8Y Defensive Kick-out Plan (HS160)  Download plan summary 9 Apr 2020 10 Apr 2028 £1.0640 as at 17 Sep 2021
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 £1.0680 as at 17 Sep 2021
UK 95% Kick-out Plan 3 (MS031)  Download plan summary 27 Sep 2019 28 Sep 2026 £1.0882 as at 17 Sep 2021
UK 95% Kick-out Plan 4 (MS034)  Download plan summary 15 Nov 2019 16 Nov 2026 £1.0924 as at 17 Sep 2021
UK 95% Kick-out Plan 5 (MS036)  Download plan summary 3 Jan 2020 4 Jan 2027 £1.0273 as at 17 Sep 2021
UK 95% Kick-out Plan 6 (MS040)  Download plan summary 21 Feb 2020 22 Feb 2027 £1.0483 as at 17 Sep 2021
UK 95% Kick-out Plan 7 (MS044)  Download plan summary 3 Apr 2020 5 Apr 2027 £1.1256 as at 17 Sep 2021
UK and Europe Semi-Annual Defensive Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Semi-Annual Defensive Kick-out
Plan Issue 5
 Download plan summary 6 Apr 2018 8 Apr 2024 £1.2271 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive Kick-out Plan Issue 6  Download plan summary 4 May 2018 4 Nov 2024 £1.1811 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive Kick-out Plan Issue 7  Download plan summary 18 May 2018 20 May 2024 £1.1579 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive Kick-out Plan Issue 8  Download plan summary 22 Jun 2018 23 Dec 2024 £1.1479 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive Kick-out Plan Issue 9  Download plan summary 29 Jun 2018 30 Dec 2024 £1.1370 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive Kick-out Plan Issue 10  Download plan summary 10 Aug 2018 10 Feb 2025 £1.1415 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive Kick-out Plan Issue 12  Download plan summary 5 Oct 2018 7 Apr 2025 £1.1656 as at 17 Sep 2021
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 £1.0877 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive
Kick-out Plan (October 2019)
 Download plan summary 11 Oct 2019 12 Oct 2026 £1.0878 as at 17 Sep 2021
UK & Europe Semi-Annual Defensive
Kick-out Plan (November 2019)
 Download plan summary 22 Nov 2019 23 Nov 2026 £1.0713 as at 17 Sep 2021
UK & Europe Semi-Annual
Defensive Kick-out Plan (January 2020)
 Download plan summary 10 Jan 2020 11 Jan 2027 £1.0342 as at 17 Sep 2021
UK & Europe Semi-Annual
Defensive Kick-out Plan (February 2020)
 Download plan summary 28 Feb 2020 26 Feb 2027 £1.0830 as at 17 Sep 2021
UK & Europe Semi-Annual
Defensive Kick-out Plan (HS158)
 Download plan summary 9 Apr 2020 9 Apr 2027 £1.0984 as at 17 Sep 2021
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 £1.0839 as at 17 Sep 2021
UK & Europe Step Down Kick-out Plan (BNP005)  Download plan summary 18 Sep 2020 18 Sep 2026 £1.0705 as at 17 Sep 2021
UK and US Semi-Annual Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Semi-Annual Step Down Kick-out
Plan Issue 2
 Download plan summary 27 Oct 2017 29 Apr 2024 £1.2464 as at 17 Sep 2021
UK & US Semi-Annual Step Down Kick-out
Plan Issue 5
 Download plan summary 4 May 2018 7 May 2024 £1.1824 as at 17 Sep 2021
UK & US Semi-Annual Step Down Kick-out
Plan Issue 6
 Download plan summary 10 Aug 2018 10 Feb 2025 £1.1646 as at 17 Sep 2021
UK & US Semi-Annual Step Down
Kick-out Plan Issue 7
 Download plan summary 28 Feb 2020 28 Aug 2026 £1.0959 as at 17 Sep 2021
UK and US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Step Down Kick-out Plan 2  Download plan summary 18 May 2018 20 May 2024 £1.1295 as at 17 Sep 2021
UK & US Step Down Kick-out Plan 3  Download plan summary 22 Jun 2018 24 Jun 2024 £1.1461 as at 17 Sep 2021
UK & US Step Down Kick-out Plan 4  Download plan summary 14 Dec 2018 16 Dec 2024 £1.1626 as at 17 Sep 2021
UK & US Step Down Kick-out Plan 5  Download plan summary 11 Oct 2019 12 Oct 2026 £1.0842 as at 17 Sep 2021
UK & US Step Down Kick-out Plan 6  Download plan summary 22 Nov 2019 23 Nov 2026 £1.0769 as at 17 Sep 2021
UK & US Step Down Kick-out Plan 7  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0364 as at 17 Sep 2021
UK & US Step Down Kick-out Plan 8  Download plan summary 28 Feb 2020 26 Feb 2027 £1.0934 as at 17 Sep 2021
UK & US Step Down Kick-out Plan 9 (HS159)  Download plan summary 9 Apr 2020 9 Apr 2027 £1.0988 as at 17 Sep 2021
UK & US Step Down Kick-out Plan (MS048)  Download plan summary 9 Oct 2020 9 Oct 2026 £1.0614 as at 17 Sep 2021
UK & US Step Down Kick-out Plan (MS051)  Download plan summary 4 Dec 2020 4 Dec 2026 £1.0515 as at 17 Sep 2021
UK & US Step Down Kick-out Plan (MS053)  Download plan summary 23 Dec 2020 23 Dec 2026 £1.0254 as at 17 Sep 2021
UK & US Step Down Kick-out Plan (MS059)  Download plan summary 25 Jun 2021 25 Jun 2027 £0.9667 as at 17 Sep 2021
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 £1.0176 as at 17 Sep 2021
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 £1.0372 as at 17 Sep 2021
UK Conditional Income Kick-out Plan (CS018)  Download plan summary 30 Oct 2020 30 Oct 2028 £0.9882 as at 17 Sep 2021
UK Conditional Income Kick-out Plan (GS117)  Download plan summary 26 Mar 2021 27 Mar 2028 £0.9707 as at 17 Sep 2021
UK Conditional Income Kick-out Plan (CA003)  Download plan summary 9 Jul 2021 9 Jul 2029 £0.9656 as at 17 Sep 2021
UK Conditional Income Kick-out Plan (CA007)  Download plan summary 20 Aug 2021 20 Aug 2029 £0.9802 as at 17 Sep 2021
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Defensive Annual Kick-out Plan (HS178)  Download plan summary 11 Dec 2020 13 Dec 2027 £1.0486 as at 17 Sep 2021
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 £1.0184 as at 17 Sep 2021
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 £1.0489 as at 17 Sep 2021
UK Kick-out Plan Issue 2  Download plan summary 22 Jun 2018 24 Jun 2024 £1.0366 as at 17 Sep 2021
UK Kick-out Plan Issue 3  Download plan summary 10 Aug 2018 12 Aug 2024 £1.0442 as at 17 Sep 2021
UK Kick-out Plan Issue 4  Download plan summary 28 Sep 2018 30 Sep 2024 £1.0717 as at 17 Sep 2021
UK Kick-out Plan Issue 5  Download plan summary 9 Nov 2018 11 Nov 2024 £1.1675 as at 17 Sep 2021
UK Kick-out Plan Issue 6  Download plan summary 11 Jan 2019 13 Jan 2025 £1.1708 as at 17 Sep 2021
UK Kick-out Plan (90% version)
Product Name Plan Summary Start Date End Date Price
UK Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK Kick-out Plan 3 (MS009)  Download plan summary 22 Mar 2019 23 Mar 2026 £1.1734 as at 17 Sep 2021
UK Kick-out Plan 4 (MS014)  Download plan summary 10 May 2019 11 May 2026 £1.1413 as at 17 Sep 2021
UK Kick-out Plan 5 (MS019)  Download plan summary 14 Jun 2019 15 Jun 2026 £1.0905 as at 17 Sep 2021
UK Kick-out Plan 6 (MS023)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.0615 as at 17 Sep 2021
UK Kick-out Plan 7 (MS029)  Download plan summary 27 Sep 2019 28 Sep 2026 £1.0537 as at 17 Sep 2021
UK Kick-out Plan 8 (MS032)  Download plan summary 15 Nov 2019 16 Nov 2026 £1.0814 as at 17 Sep 2021
UK Kick-out Plan 9 (MS038)  Download plan summary 21 Feb 2020 22 Feb 2027 £1.0400 as at 17 Sep 2021
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (HS183)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0059 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS184)  Download plan summary 5 Mar 2021 5 Mar 2027 £0.9898 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS190)  Download plan summary 26 Mar 2021 30 Mar 2027 £1.0006 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS191)  Download plan summary 26 Mar 2021 30 Mar 2027 £1.0089 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS193)  Download plan summary 30 Apr 2021 30 Apr 2026 £0.9836 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS194)  Download plan summary 30 Apr 2021 30 Apr 2026 £0.9874 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS198)  Download plan summary 11 Jun 2021 11 Jun 2026 £0.9550 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS199)  Download plan summary 11 Jun 2021 11 Jun 2026 £0.9588 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS204)  Download plan summary 16 Jul 2021 16 Jul 2026 £0.9612 as at 17 Sep 2021
UK Step Down Kick-out Plan (HS205)  Download plan summary 16 Jul 2021 16 Jul 2026 £0.9555 as at 17 Sep 2021
UK Step Down Kick-out Plan (CA006)  Download plan summary 20 Aug 2021 20 Aug 2029 £0.9795 as at 17 Sep 2021
UK Step Down Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan 1 (MS002)  Download plan summary 19 Dec 2018 19 Dec 2025 £1.1657 as at 17 Sep 2021
UK Step Down Kick-out Plan 2 (MS006)  Download plan summary 8 Feb 2019 9 Feb 2026 £1.1483 as at 17 Sep 2021
UK Step Down Kick-out Plan 3 (MS010)  Download plan summary 22 Mar 2019 23 Mar 2026 £1.1287 as at 17 Sep 2021
UK Step Down Kick-out Plan 4 (MS015)  Download plan summary 10 May 2019 11 May 2026 £1.1184 as at 17 Sep 2021
UK Step Down Kick-out Plan 5 (MS025)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.0800 as at 17 Sep 2021
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 £1.0862 as at 17 Sep 2021
UK Step Down Kick-out Plan
July 2019 (MS027)
 Download plan summary 19 Jul 2019 20 Jul 2026 £1.0827 as at 17 Sep 2021
UK Step Down Kick-out Plan
September 2019 (MS030)
 Download plan summary 27 Sep 2019 28 Sep 2026 £1.0481 as at 17 Sep 2021
UK Step Down Kick-out Plan
November 2019 (MS033)
 Download plan summary 15 Nov 2019 16 Nov 2026 £1.0656 as at 17 Sep 2021
UK Step Down Kick-out Plan
January 2020 (MS035)
 Download plan summary 3 Jan 2020 4 Jan 2027 £1.0199 as at 17 Sep 2021
UK Step Down Kick-out Plan
February 2020 (MS039)
 Download plan summary 21 Feb 2020 22 Feb 2027 £1.0323 as at 17 Sep 2021
UK Step Down Kick-out Plan (MS043)  Download plan summary 3 Apr 2020 5 Apr 2027 £1.1079 as at 17 Sep 2021
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 £1.0000 as at 10 Sep 2021
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