Savings & Investments
Over 50's
Heritage
![]() |
Take the plunge with the Heritage Account for investors of 50 years of age and over. You won't be in at the deep end where your finances are concerned. |
Key Features:
- Only available to investors aged 50 or over.
- Minimum balance £1,000, maximum £180,000.
- No notice of withdrawals required - minumum cash or cheque withdrawal is £250, cash withdrawals are subject to the Society's daily cash limits.
- A maximum of 4 withdrawals per year (1st March - last day of February inclusive) to qualify for bonus.
- A gross bonus of 3.0% will apply if the terms and conditions of account are met on the last day of February or date of closure.
- The account is limited to one per investor.
- Interest rates are calculated daily and are variable. Interest is compounded annually on the last day of February.
- Interest may be transferred to another account within the Society or to a bank account.
To find out more about the Heritage Account, ring us on 0845 051 4422, visit one of our branches, or view our Heritage Account leaflet.
