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 £1.3272 as at 14 Jan 2022
Annual Growth Plan 50  Download plan summary 12 May 2017 12 May 2023 £1.2760 as at 14 Jan 2022
Annual Growth Plan 51  Download plan summary 23 Jun 2017 23 Jun 2023 £1.2447 as at 14 Jan 2022
Annual Growth Plan 52  Download plan summary 11 Aug 2017 11 Aug 2023 £1.2416 as at 14 Jan 2022
Annual Growth Plan 54  Download plan summary 10 Nov 2017 10 Nov 2023 £1.1865 as at 14 Jan 2022
Annual Growth Plan 57  Download plan summary 6 Apr 2018 8 Apr 2024 £1.2379 as at 14 Jan 2022
Annual Growth Plan 58  Download plan summary 18 May 2018 20 May 2024 £1.1514 as at 14 Jan 2022
Annual Growth Plan 59  Download plan summary 17 Aug 2018 19 Aug 2024 £1.1497 as at 14 Jan 2022
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 £1.2702 as at 14 Jan 2022
Annual Kick-out Plan 5  Download plan summary 18 May 2018 20 May 2024 £1.1825 as at 14 Jan 2022
Annual Kick-out Plan 6  Download plan summary 29 Jun 2018 28 Jun 2024 £1.1763 as at 14 Jan 2022
Annual Kick-out Plan 7  Download plan summary 17 Aug 2018 19 Aug 2024 £1.1760 as at 14 Jan 2022
Annual Kick-out Plan 8  Download plan summary 5 Oct 2018 7 Oct 2024 £1.2100 as at 14 Jan 2022
Annual Kick-out Plan 9  Download plan summary 26 Apr 2019 27 Apr 2026 £1.2179 as at 14 Jan 2022
Annual Kick-out Plan 10  Download plan summary 7 Jun 2019 8 Jun 2026 £1.2101 as at 14 Jan 2022
Annual Kick-out Plan 11  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1661 as at 14 Jan 2022
Annual Kick-out Plan 12  Download plan summary 6 Sep 2019 7 Sep 2026 £1.1735 as at 14 Jan 2022
Annual Kick-out Plan 13  Download plan summary 11 Oct 2019 12 Oct 2026 £1.1675 as at 14 Jan 2022
Annual Kick-out Plan 14  Download plan summary 22 Nov 2019 23 Nov 2026 £1.1563 as at 14 Jan 2022
Annual Kick-out Plan 15  Download plan summary 10 Jan 2020 11 Jan 2027 £1.1150 as at 14 Jan 2022
Annual Kick-out Plan 16  Download plan summary 28 Feb 2020 26 Feb 2027 £1.1776 as at 14 Jan 2022
Annual Kick-out Plan (CT014)  Download plan summary 19 Feb 2021 21 Feb 2028 £1.0559 as at 14 Jan 2022
Annual Kick-out Plan (CT015)  Download plan summary 19 Feb 2021 21 Feb 2028 £1.0205 as at 14 Jan 2022
Annual Kick-out Plan (CT016)  Download plan summary 19 Feb 2021 21 Feb 2028 £1.0608 as at 14 Jan 2022
Annual Kick-out Plan (CT017)  Download plan summary 19 Feb 2021 21 Feb 2028 £1.0283 as at 14 Jan 2022
Annual Kick-out Plan 30 (HS185)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0452 as at 14 Jan 2022
Annual Kick-out Plan 31 (HS186)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0498 as at 14 Jan 2022
Annual Kick-out Plan 32 (HS188)  Download plan summary 26 Mar 2021 27 Mar 2028 £1.0448 as at 14 Jan 2022
Annual Kick-out Plan 33 (HS189)  Download plan summary 26 Mar 2021 27 Mar 2028 £1.0525 as at 14 Jan 2022
UK Annual Kick-out Plan (GS118)  Download plan summary 12 Apr 2021 12 Apr 2027 £1.0272 as at 14 Jan 2022
UK Annual Kick-out Plan (GS119)  Download plan summary 12 Apr 2021 12 Apr 2027 £1.0364 as at 14 Jan 2022
Annual Kick-out Plan 34 (HS195)  Download plan summary 7 May 2021 7 May 2026 £1.0152 as at 14 Jan 2022
Annual Kick-out Plan 35 (HS196)  Download plan summary 7 May 2021 7 May 2026 £1.0167 as at 14 Jan 2022
Annual Kick-out Plan 36 (HS197)  Download plan summary 7 May 2021 7 May 2026 £1.0198 as at 14 Jan 2022
UK Annual Kick-out Plan (GS122)  Download plan summary 11 Jun 2021 11 Jun 2027 £0.9863 as at 14 Jan 2022
UK Annual Kick-out Plan (GS123)  Download plan summary 11 Jun 2021 11 Jun 2027 £0.9937 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 37 (HS200)  Download plan summary 18 Jun 2021 18 Jun 2026 £1.0058 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 38 (HS201)  Download plan summary 18 Jun 2021 18 Jun 2026 £1.0057 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 39 (HS202)  Download plan summary 18 Jun 2021 18 Jun 2026 £1.0082 as at 14 Jan 2022
UK Annual Kick-out Plan (GS124)  Download plan summary 16 Jul 2021 17 Jul 2028 £0.9964 as at 14 Jan 2022
UK Annual Kick-out Plan (GS125)  Download plan summary 16 Jul 2021 17 Jul 2028 £1.0013 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 40 (HS206)  Download plan summary 23 Jul 2021 23 Jul 2026 £0.9999 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 41 (HS207)  Download plan summary 23 Jul 2021 23 Jul 2026 £0.9989 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 42 (HS208)  Download plan summary 23 Jul 2021 23 Jul 2026 £1.0042 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 43 (HS211)  Download plan summary 27 Aug 2021 27 Aug 2026 £1.0061 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 44 (HS212)  Download plan summary 27 Aug 2021 27 Aug 2026 £1.0018 as at 14 Jan 2022
UK Annual Kick-out Plan (GS129)  Download plan summary 3 Sep 2021 4 Sep 2028 £0.9830 as at 14 Jan 2022
UK Annual Kick-out Plan (GS130)  Download plan summary 3 Sep 2021 4 Sep 2028 £0.9873 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 45 (HS215)  Download plan summary 1 Oct 2021 1 Oct 2026 £1.0074 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 46 (HS216)  Download plan summary 1 Oct 2021 1 Oct 2026 £1.0170 as at 14 Jan 2022
UK Annual Kick-out Plan (GS132)  Download plan summary 12 Oct 2021 12 Oct 2028 £0.9736 as at 14 Jan 2022
UK Annual Kick-out Plan (GS133)  Download plan summary 12 Oct 2021 12 Oct 2028 £0.9771 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 47 (HS219)  Download plan summary 12 Nov 2021 12 Nov 2026 £0.9934 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 48 (HS220)  Download plan summary 12 Nov 2021 12 Nov 2026 £0.9944 as at 14 Jan 2022
UK Annual Kick-out Plan (GS135)  Download plan summary 12 Nov 2021 13 Nov 2028 £0.9677 as at 14 Jan 2022
UK Annual Kick-out Plan (GS136)  Download plan summary 12 Nov 2021 13 Nov 2028 £0.9696 as at 14 Jan 2022
UK Annual Kick-out Plan (GS140)  Download plan summary 17 Dec 2021 18 Dec 2028 £0.9827 as at 14 Jan 2022
UK Annual Kick-out Plan (GS141)  Download plan summary 17 Dec 2021 18 Dec 2028 £0.9851 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 49 (HS223)  Download plan summary 17 Dec 2021 17 Dec 2026 £0.9943 as at 14 Jan 2022
Annual Kick-out Plan UK Issue 50 (HS224)  Download plan summary 17 Dec 2021 17 Dec 2026 £0.9947 as at 14 Jan 2022
Annual Step Down Plan
Product Name Plan Summary Start Date End Date Price
Annual Step Down Plan 12  Download plan summary 6 Apr 2018 8 Apr 2024 £1.1910 as at 14 Jan 2022
Annual Step Down Plan 13  Download plan summary 18 May 2018 20 May 2024 £1.1643 as at 14 Jan 2022
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 £0.9740 as at 14 Jan 2022
UK & Europe Conditional Income
Kick-out Plan Issue 2
 Download plan summary 12 Mar 2020 12 Mar 2030 £1.0039 as at 14 Jan 2022
UK Conditional Income Kick-out Plan (MS064)  Download plan summary 19 Nov 2021 19 Nov 2027 £0.9881 as at 14 Jan 2022
UK & US Conditional Income Kick-out Plan (MS065)  Download plan summary 19 Nov 2021 19 Nov 2027 £0.9862 as at 14 Jan 2022
UK Conditional Income Kick-out Plan (MS069)  Download plan summary 17 Dec 2021 17 Dec 2027 £0.9930 as at 14 Jan 2022
UK & US Conditional Income Kick-out Plan (MS070)  Download plan summary 17 Dec 2021 17 Dec 2027 £0.9908 as at 14 Jan 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 £1.3140 as at 14 Jan 2022
Defensive Dual Index Plan 42  Download plan summary 12 May 2017 12 May 2023 £1.2981 as at 14 Jan 2022
Defensive Dual Index Plan 44  Download plan summary 23 Mar 2018 25 Mar 2024 £1.2245 as at 14 Jan 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 £1.0906 as at 14 Jan 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 £1.3186 as at 14 Jan 2022
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 8  Download plan summary 24 Feb 2017 24 Feb 2022 £0.9943 as at 14 Jan 2022
Fixed Income Plan 9  Download plan summary 7 Apr 2017 7 Apr 2022 £0.9921 as at 14 Jan 2022
Fixed Income Plan 10  Download plan summary 12 May 2017 12 May 2022 £0.9993 as at 14 Jan 2022
Fixed Income Plan 11  Download plan summary 23 Jun 2017 23 Jun 2023 £0.9809 as at 14 Jan 2022
Fixed Income Plan 12  Download plan summary 11 Aug 2017 11 Aug 2023 £0.9869 as at 14 Jan 2022
Fixed Income Plan 13  Download plan summary 15 Sep 2017 15 Sep 2023 £0.9847 as at 14 Jan 2022
Fixed Income Plan 14  Download plan summary 27 Oct 2017 27 Oct 2023 £0.9957 as at 14 Jan 2022
Fixed Income Plan 15  Download plan summary 6 Apr 2018 8 Apr 2024 £0.9826 as at 14 Jan 2022
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 £1.1070 as at 14 Jan 2022
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 £1.2502 as at 14 Jan 2022
Semi-Annual Defensive Kick-out Plan
(UK & Europe) Issue 2
 Download plan summary 21 Sep 2018 22 Sep 2025 £1.2378 as at 14 Jan 2022
Semi-Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
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 £1.0460 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG010)  Download plan summary 7 May 2021 8 May 2028 £1.0185 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG011)  Download plan summary 7 May 2021 8 May 2028 £1.0240 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG012)  Download plan summary 23 Jul 2021 24 Jul 2028 £1.0050 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG013)  Download plan summary 23 Jul 2021 24 Jul 2028 £1.0065 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG017)  Download plan summary 10 Sep 2021 11 Sep 2028 £0.9965 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG018)  Download plan summary 10 Sep 2021 11 Sep 2028 £0.9975 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG019)  Download plan summary 15 Oct 2021 16 Oct 2028 £0.9840 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG020)  Download plan summary 15 Oct 2021 16 Oct 2028 £0.9870 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG022)  Download plan summary 19 Nov 2021 20 Nov 2028 £0.9885 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG023)  Download plan summary 19 Nov 2021 20 Nov 2028 £0.9900 as at 14 Jan 2022
UK Semi-Annual Kick-out Plan (SG025)  Download plan summary 17 Dec 2021 18 Dec 2028 £1.0000 as at 17 Dec 2021
UK Semi-Annual Kick-out Plan (SG026)  Download plan summary 17 Dec 2021 18 Dec 2028 £0.9930 as at 14 Jan 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 9  Download plan summary 18 May 2018 18 Nov 2024 £1.1918 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 12  Download plan summary 10 Aug 2018 10 Feb 2025 £1.2134 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 13  Download plan summary 28 Sep 2018 28 Mar 2025 £1.1890 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 16  Download plan summary 15 Mar 2019 15 Sep 2025 £1.1714 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 17  Download plan summary 3 May 2019 3 Nov 2025 £1.1544 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 18  Download plan summary 21 Jun 2019 22 Dec 2025 £1.1352 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 19  Download plan summary 9 Aug 2019 9 Feb 2026 £1.1444 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 20  Download plan summary 27 Sep 2019 27 Mar 2026 £1.1254 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 22  Download plan summary 27 Dec 2019 29 Jun 2026 £1.0783 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan
Issue 23
 Download plan summary 14 Feb 2020 14 Aug 2026 £1.0966 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan
Issue 24 (GS106)
 Download plan summary 3 Apr 2020 5 Oct 2026 £1.1127 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 25 (GS108)  Download plan summary 15 May 2020 16 Nov 2026 £1.1222 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan Issue 26 (GS111)  Download plan summary 3 Jul 2020 4 Jan 2027 £1.0923 as at 14 Jan 2022
UK Semi-Annual Step Down
Kick-out Plan (SG015)
 Download plan summary 20 Aug 2021 21 Aug 2021 £0.9865 as at 14 Jan 2022
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 £1.3014 as at 14 Jan 2022
Semi-Annual Step Down Kick-out Plan
(UK & Europe) Issue 2
 Download plan summary 21 Sep 2018 22 Sep 2025 £1.2871 as at 14 Jan 2022
UK & Europe Semi-Annual Step Down
Kick-out Plan Issue 4 (MS037)
 Download plan summary 3 Jan 2020 4 Jan 2027 £1.1135 as at 14 Jan 2022
UK & Europe Semi-Annual Step Down
Kick-out Plan Issue 5 (MS041)
 Download plan summary 21 Feb 2020 22 Feb 2027 £1.1220 as at 14 Jan 2022
UK & Europe Semi-Annual Step Down
Kick-out Plan Issue 6 (MS045)
 Download plan summary 3 Apr 2020 5 Apr 2027 £1.1667 as at 14 Jan 2022
Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
Step Down Kick-out Plan Issue 5  Download plan summary 6 Apr 2018 8 Apr 2024 £1.2266 as at 14 Jan 2022
Step Down Kick-out Plan Issue 6  Download plan summary 18 May 2018 20 May 2024 £1.1858 as at 14 Jan 2022
Step Down Kick-out Plan Issue 7  Download plan summary 29 Jun 2018 28 Jun 2024 £1.1714 as at 14 Jan 2022
Step Down Kick-out Plan Issue 11  Download plan summary 25 Jan 2019 27 Jan 2025 £1.1799 as at 14 Jan 2022
Step Down Kick-out Plan Issue 12  Download plan summary 15 Mar 2019 17 Mar 2025 £1.1791 as at 14 Jan 2022
Step Down Kick-out Plan Issue 13  Download plan summary 26 Apr 2019 28 Apr 2025 £1.1438 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS209)  Download plan summary 20 Aug 2021 20 Aug 2026 £0.9865 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS210)  Download plan summary 20 Aug 2021 20 Aug 2026 £0.9985 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS213)  Download plan summary 24 Sep 2021 24 Sep 2026 £1.0067 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS214)  Download plan summary 24 Sep 2021 24 Sep 2026 £0.9983 as at 14 Jan 2022
UK Step Down Kick-out Plan (CT020)  Download plan summary 25 Nov 2021 27 Nov 2028 £0.9964 as at 14 Jan 2022
UK Step Down Kick-out Plan (GS138)  Download plan summary 3 Dec 2021 4 Dec 2028 £0.9845 as at 14 Jan 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 £1.1657 as at 14 Jan 2022
UK & Europe Kick-out Plan (BNP001)  Download plan summary 31 Jul 2020 31 Jul 2026 £1.0972 as at 14 Jan 2022
UK & Europe Kick-out Plan (CA004)  Download plan summary 23 Jul 2021 23 Jul 2029 £0.9887 as at 14 Jan 2022
UK & Europe Kick-out Plan (CA005)  Download plan summary 23 Jul 2021 23 Jul 2029 £0.9957 as at 14 Jan 2022
UK & Europe Kick-out Plan (CA009)  Download plan summary 10 Sep 2021 10 Sep 2029 £0.9705 as at 14 Jan 2022
UK & Europe Kick-out Plan (CA010)  Download plan summary 10 Sep 2021 10 Sep 2029 £0.9778 as at 14 Jan 2022
UK & Europe Kick-out Plan (CA012)  Download plan summary 15 Oct 2021 16 Oct 2028
UK & Europe Kick-out Plan (CA016)  Download plan summary 26 Nov 2021 27 Nov 2028 £1.0201 as at 14 Jan 2022
UK & Europe Kick-out Plan (CA017)  Download plan summary 26 Nov 2021 27 Nov 2028 £1.0231 as at 14 Jan 2022
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 £1.3968 as at 14 Jan 2022
UK & Europe Kick-out Plan 3 (MS017)  Download plan summary 10 May 2019 11 May 2026 £1.3422 as at 14 Jan 2022
UK & Europe Kick-out Plan 4 (MS026)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.2789 as at 14 Jan 2022
UK & Europe Kick-out Plan (MS057)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0623 as at 14 Jan 2022
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 £1.2054 as at 14 Jan 2022
UK & Europe Semi-Annual Defensive
Kick-out Plan 5 (MS020)
 Download plan summary 14 Jun 2019 15 Jun 2026 £1.1599 as at 14 Jan 2022
UK & Europe Semi-Annual Defensive
Kick-out Plan 6 (MS024)
 Download plan summary 19 Jul 2019 20 Jul 2026 £1.1613 as at 14 Jan 2022
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Kick-out Plan (MS056)  Download plan summary 26 Feb 2021 26 Feb 2027 £1.0726 as at 14 Jan 2022
UK & US Kick-out Plan (MS058)  Download plan summary 9 Apr 2021 9 Apr 2027 £1.0526 as at 14 Jan 2022
UK & US Kick-out Plan (MS060)  Download plan summary 10 Sep 2021 10 Sep 2027 £1.0094 as at 14 Jan 2022
UK & US Kick-out Plan (MS062)  Download plan summary 15 Oct 2021 15 Oct 2027
UK & US Kick-out Plan (MS067)  Download plan summary 26 Nov 2021 26 Nov 2027 £1.0169 as at 14 Jan 2022
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 £1.1479 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan (June 2019)  Download plan summary 7 Jun 2019 8 Jun 2026 £1.1335 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan (July 2019)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1140 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan
(September 2019)
 Download plan summary 6 Sep 2019 7 Sep 2026 £1.1079 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan (October 2019)  Download plan summary 11 Oct 2019 12 Oct 2026 £1.1116 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan
(November 2019)
 Download plan summary 22 Nov 2019 23 Nov 2026 £1.1068 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan (January 2020)  Download plan summary 10 Jan 2020 11 Jan 2027 £1.0755 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan (February 2020)  Download plan summary 28 Feb 2020 26 Feb 2027 £1.1190 as at 14 Jan 2022
UK 7Y Step Down Kick-out Plan (HS156)  Download plan summary 9 Apr 2020 9 Apr 2027 £1.1204 as at 14 Jan 2022
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 £1.0888 as at 14 Jan 2022
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 £1.1624 as at 14 Jan 2022
UK 95% Kick-out Plan 6 (MS040)  Download plan summary 21 Feb 2020 22 Feb 2027 £1.1340 as at 14 Jan 2022
UK 95% Kick-out Plan 7 (MS044)  Download plan summary 3 Apr 2020 5 Apr 2027 £1.1483 as at 14 Jan 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
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 7  Download plan summary 18 May 2018 20 May 2024 £1.2144 as at 14 Jan 2022
UK & Europe Semi-Annual Defensive Kick-out Plan Issue 10  Download plan summary 10 Aug 2018 10 Feb 2025 £1.2016 as at 14 Jan 2022
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 £1.1529 as at 14 Jan 2022
UK & Europe Semi-Annual Defensive
Kick-out Plan (October 2019)
 Download plan summary 11 Oct 2019 12 Oct 2026 £1.1451 as at 14 Jan 2022
UK & Europe Semi-Annual Defensive
Kick-out Plan (November 2019)
 Download plan summary 22 Nov 2019 23 Nov 2026 £1.1266 as at 14 Jan 2022
UK & Europe Semi-Annual
Defensive Kick-out Plan (January 2020)
 Download plan summary 10 Jan 2020 11 Jan 2027 £1.0907 as at 14 Jan 2022
UK & Europe Semi-Annual
Defensive Kick-out Plan (February 2020)
 Download plan summary 28 Feb 2020 26 Feb 2027 £1.1270 as at 14 Jan 2022
UK & Europe Semi-Annual
Defensive Kick-out Plan (HS158)
 Download plan summary 9 Apr 2020 9 Apr 2027 £1.1259 as at 14 Jan 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 £1.1084 as at 14 Jan 2022
UK & Europe Step Down Kick-out Plan (BNP005)  Download plan summary 18 Sep 2020 18 Sep 2026 £1.0955 as at 14 Jan 2022
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 6
 Download plan summary 10 Aug 2018 10 Feb 2025 £1.2491 as at 14 Jan 2022
UK & US Semi-Annual Step Down
Kick-out Plan Issue 7
 Download plan summary 28 Feb 2020 28 Aug 2026 £1.1271 as at 14 Jan 2022
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 £1.2094 as at 14 Jan 2022
UK & US Step Down Kick-out Plan 3  Download plan summary 22 Jun 2018 24 Jun 2024 £1.2295 as at 14 Jan 2022
UK & US Step Down Kick-out Plan 5  Download plan summary 11 Oct 2019 12 Oct 2026 £1.1436 as at 14 Jan 2022
UK & US Step Down Kick-out Plan 6  Download plan summary 22 Nov 2019 23 Nov 2026 £1.1354 as at 14 Jan 2022
UK & US Step Down Kick-out Plan 7  Download plan summary 10 Jan 2020 11 Jan 2027 £1.1000 as at 14 Jan 2022
UK & US Step Down Kick-out Plan 8  Download plan summary 28 Feb 2020 26 Feb 2027 £1.1406 as at 14 Jan 2022
UK & US Step Down Kick-out Plan 9 (HS159)  Download plan summary 9 Apr 2020 9 Apr 2027 £1.1304 as at 14 Jan 2022
UK & US Step Down Kick-out Plan (MS059)  Download plan summary 25 Jun 2021 25 Jun 2027 £1.0026 as at 14 Jan 2022
UK & US Step Down Kick-out Plan (MS063)  Download plan summary 15 Oct 2021 15 Oct 2027
UK & US Step Down Kick-out Plan (MS068)  Download plan summary 26 Nov 2021 26 Nov 2027 £1.0086 as at 14 Jan 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 £1.1326 as at 14 Jan 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 £1.0396 as at 14 Jan 2022
UK Conditional Income Kick-out Plan (GS117)  Download plan summary 26 Mar 2021 27 Mar 2028 £0.9735 as at 14 Jan 2022
UK Conditional Income Kick-out Plan (CA003)  Download plan summary 9 Jul 2021 9 Jul 2029 £0.9817 as at 14 Jan 2022
UK Conditional Income Kick-out Plan (CA007)  Download plan summary 20 Aug 2021 20 Aug 2029 £0.9640 as at 14 Jan 2022
UK Conditional Income Kick-out Plan (CA011)  Download plan summary 1 Oct 2021 1 Oct 2029 £0.9713 as at 14 Jan 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 £1.0033 as at 14 Jan 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 £1.2061 as at 14 Jan 2022
UK Kick-out Plan Issue 2  Download plan summary 22 Jun 2018 24 Jun 2024 £1.1752 as at 14 Jan 2022
UK Kick-out Plan Issue 3  Download plan summary 10 Aug 2018 12 Aug 2024 £1.1787 as at 14 Jan 2022
UK Kick-out Plan Issue 4  Download plan summary 28 Sep 2018 30 Sep 2024 £1.2043 as at 14 Jan 2022
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 £1.2984 as at 14 Jan 2022
UK Kick-out Plan 4 (MS014)  Download plan summary 10 May 2019 11 May 2026 £1.2547 as at 14 Jan 2022
UK Kick-out Plan 5 (MS019)  Download plan summary 14 Jun 2019 15 Jun 2026 £1.2063 as at 14 Jan 2022
UK Kick-out Plan 6 (MS023)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1880 as at 14 Jan 2022
UK Kick-out Plan 7 (MS029)  Download plan summary 27 Sep 2019 28 Sep 2026 £1.1661 as at 14 Jan 2022
UK Kick-out Plan 9 (MS038)  Download plan summary 21 Feb 2020 22 Feb 2027 £1.1599 as at 14 Jan 2022
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 £1.0352 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS184)  Download plan summary 5 Mar 2021 5 Mar 2027 £1.0076 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS190)  Download plan summary 26 Mar 2021 30 Mar 2027 £1.0163 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS191)  Download plan summary 26 Mar 2021 30 Mar 2027 £1.0371 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS193)  Download plan summary 30 Apr 2021 30 Apr 2026 £0.9994 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS194)  Download plan summary 30 Apr 2021 30 Apr 2026 £1.0232 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS198)  Download plan summary 11 Jun 2021 11 Jun 2026 £0.9688 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS199)  Download plan summary 11 Jun 2021 11 Jun 2026 £0.9911 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS204)  Download plan summary 16 Jul 2021 16 Jul 2026 £0.9840 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS205)  Download plan summary 16 Jul 2021 16 Jul 2026 £0.9928 as at 14 Jan 2022
UK Step Down Kick-out Plan (CA006)  Download plan summary 20 Aug 2021 20 Aug 2029 £0.9752 as at 14 Jan 2022
UK Step Down Kick-out Plan (GS131)  Download plan summary 13 Oct 2021 13 Oct 2028 £0.9679 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS217)  Download plan summary 5 Nov 2021 5 Nov 2026 £0.9862 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS218)  Download plan summary 5 Nov 2021 5 Nov 2026 £0.9961 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS221)  Download plan summary 10 Dec 2021 10 Dec 2026 £0.9845 as at 14 Jan 2022
UK Step Down Kick-out Plan (HS222)  Download plan summary 10 Dec 2021 10 Dec 2026 £0.9925 as at 14 Jan 2022
UK Step Down Kick-out Plan (CT022)  Download plan summary 14 Jan 2022 15 Jan 2029
UK Step Down Kick-out Plan (MS)
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan 2 (MS006)  Download plan summary 8 Feb 2019 9 Feb 2026 £1.2014 as at 14 Jan 2022
UK Step Down Kick-out Plan 3 (MS010)  Download plan summary 22 Mar 2019 23 Mar 2026 £1.1887 as at 14 Jan 2022
UK Step Down Kick-out Plan 4 (MS015)  Download plan summary 10 May 2019 11 May 2026 £1.1739 as at 14 Jan 2022
UK Step Down Kick-out Plan 5 (MS025)  Download plan summary 19 Jul 2019 20 Jul 2026 £1.1384 as at 14 Jan 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 £1.1507 as at 14 Jan 2022
UK Step Down Kick-out Plan
July 2019 (MS027)
 Download plan summary 19 Jul 2019 20 Jul 2026 £1.1503 as at 14 Jan 2022
UK Step Down Kick-out Plan
September 2019 (MS030)
 Download plan summary 27 Sep 2019 28 Sep 2026 £1.1122 as at 14 Jan 2022
UK Step Down Kick-out Plan
January 2020 (MS035)
 Download plan summary 3 Jan 2020 4 Jan 2027 £1.0860 as at 14 Jan 2022
UK Step Down Kick-out Plan
February 2020 (MS039)
 Download plan summary 21 Feb 2020 22 Feb 2027 £1.1043 as at 14 Jan 2022
UK Step Down Kick-out Plan (MS043)  Download plan summary 3 Apr 2020 5 Apr 2027 £1.1310 as at 14 Jan 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 £0.9994 as at 14 Jan 2022
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