SFIA Education Plan
The SFIA Education Plan is unavailable for new business.
The SFIA Education Plan is a regular savings Plan which is a package of investment and protection products. The Plan was designed to help save for educational fees in a tax efficient manner.
The Plan has life cover built in at a level selected by the customer and had the option to include additional Critical Illness and Subscription Payment Cover.
Additional Investments
Even though the Plan is no longer available for new business, existing customers can increase the level of their monthly contributions or add a one off contribution to their ISA.
If you wish to make an additional investment you can use the ‘Additional Investment Form’ attached below.
You should carefully read your Plan’s Terms & Conditions before deciding to make an additional investment. New investments will be allocated with a new plan number and charges will apply.
Investment Options
Your ISA can invest into the following Investment Trusts and Funds:
- Janus Henderson Institutional UK Index Opportunities Trust A Acc
- State Street Europe Fund
- State Street North America Fund
- State Street Japan Fund
- The City of London Investment Trust Plc
- Foreign & Colonial Investment Trust Plc
- Murray Income Trust Plc
- BMO Global and Smaller Companies
- Keystone Investment Trust
- Scottish Mortgage Investment Trust Plc
If you wish to switch your existing investments you can use the ‘Investment Switching Form’ below.
Documents
SFIA Education Plan Additional Investment Form
Please send completed documents to SFPL, PO Box 1010, St Albans, Hertfordshire, AL1 9NB.
Please find below the details of our charges:
Risk Warnings
The value of your investment can go down as well as up and is not guaranteed. You may get back less than the amount invested.
Past performance is not a guide to future performance.
There is no guarantee that any target sum assured will be met by the investment part of your plan.
Protection policies have no cash in value.
We do not offer personal advice based on your circumstances. If you are unsure about the suitability of this investment please seek professional financial advice.
All statements concerning tax treatment and limits are based on our understanding of the current tax law and HMRC practice and are for general guidance only. Levels and bases of, and reliefs from, taxation are subject to change.