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Endowments

Endowment Policies

These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.

Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The value of your investment can go down as well as up and you may not get back the full amount invested.


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Company address:
Mill Lane Asset Management, 20 Norman Way, Melton Mowbray, Leicestershire, LE13 1JE
T: 01664 483124
F: 01664 483125

Email: enquiries@milllane.com

Registration address:
Manufactory House, Bell Lane, Hertford, Hertfordshire SG14 1BP
Registration number: 03568547
Registered in: England

Mill Lane Asset Management Ltd is An Appointed Representative of Sesame Ltd., which is authorised and regulated by the Financial Services Authority

Sesame Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.

The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Company phone: 01664 483124 | enquiries@milllane.com

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