Savings & Investments
Over 50's
Heritage
 |
Wanting a relaxed lifestyle? Then start to save with our Heritage Account which is for investors aged 50 years and over. |
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 1.50% 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. Please ensure this account is suitable for you, a Summary of Accounts leaflet is available.