Three things you can do with an Endowment HERE

Sell

When selling, only 100% with profits Endowment policies are being purchased from this platform.
ONLY

  • With-profit endowments
  • Low-cost endowments

would be considered.
As a guide, a with-profits endowment policy that has been in force for at least 5 years, still have at least two years to run and with a surrender value of £3500 or more will be of interest

Buy

We offer a stock list of 100% with profits policies our Market Makers are wanting to sell. These endowment policies are suitable for SIPPs.
ONLY

  • With-profit endowments
  • Low-cost endowments
  • paid up endowments

are offered fo sale.

Trade

If you have a SIPP and want to sell any type of Endowment Policy you own we can help you sell your Endowment policy to your SIPP. This will release equity to you the Endowment Seller and you will retain the Endowment and all its benefits within your SIPP.
ALL of the following policy types are suitable

  • With-profit endowments
  • Low-cost endowments
  • Whole-of-life policies
  • Unit-linked policies