engage Easy Save

You may already have an ISA, but did you know you can also build a tax free lump sum with your friendly society tax exempt savings allowance?

You really don't have to give the tax man more of your savings than you need to! If you're aged between 16 and 74 you can open an Easy Save plan and take advantage of a sepcial government tax break!

• Tax-exempt saving - save £15 to £25 a month for between 10 and 25 years on top of your ISA allowance
  


• Special Government tax break - available only from friendly societies. Easy Save is a tax exempt with profits saving plan. The tac treatment of Easy Save may change in the future.
  


• Tax-free lump sum - when you save for at least 10 years. The lump sum depends on investment performance and cannot be guaranteed exempt as described in the guarantee below.
  


• Enjoy a GUARANTEED tax free lump sum - cash in your plan within 28 days after the term end date and engage Mutual Assurance will guarantee to pay back at least what you've invested - even if the stock market has fallen. To qualify you must have paid all premiums due for the policy term. If you cash in at any other time then you may get back less than you have paid in. The amount of the tax free sum depends on investment performance and cannot be guaranteed, except as explained above.
  


• From engage Mutual Assurance - a modern mutual with over 26 years experience.

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