What do you want from your investments? Chances are that there is no simple, straightforward answer. In truth, no single investment is likely to satisfy all your needs. That's why we're here - to help you choose the ones that are best for you.
You may wish to consider dividing your money between short-term flexibility and the potential for long-term growth. If you think about it, you probably don't need all your cash immediately to hand. As long as you have enough money for your everyday needs, and a bit put by in case the unexpected ever happens, the rest could be invested for growth potential over the medium to long-term.
You should be aware that these investments are different to the savings accounts offered by the Yorkshire, because of the underlying assets used to deliver a return on your money. They are also unsuitable as short-term investments. Although there is the potential for higher returns, neither your capital nor the returns are guaranteed, and the value of your investment may go down as well as up. You could therefore get back less than you invest. However the Capital Protection Bond provides a capital guarantee at the 10th anniversary.
To add to our own expertise and product range, we have chosen to work with Legal & General, one of the leading companies with experience in financial services since 1836. Over 5.6 million people rely on them for products such as investments and pensions and they are one of the UK's top 50 companies in the FTSEŽ 100 index.
You can talk to a Legal & General Adviser either at your local branch or by phone at your convenience. Alternatively, they can visit you at home. The Adviser will take the time to find out about your current savings and investments and what you want your money to achieve in the future. This will help to identify suitable products for your needs.
Through the Investment Planning Service you have access to a wide range of investments including:
You will have the option of combining investments designed for money you can leave untouched for five years or more, with shorter term investments.
As an option within the Investment Planning Service, Yorkshire Building Society has developed a competitive savings account, the Yorkshire Building Society Tiered Rate Savings Bond, which may form part of your total plan.
To find out if the Investment Planning Service can help you make your money work harder, simply make an appointment with a Legal & General Adviser, by either:
Yorkshire Building Society, which is authorised and regulated by the Financial Services Authority, chooses to introduce its customers to Legal & General for the purposes of advising on and arranging life assurance and investment products bearing Legal & General's name.
Yorkshire Building Society is one of the largest building societies in the UK. We offer a range of financial products and services including: savings & investment accounts, insurance products, credit cards, loans, mortgages and more.
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Yorkshire Building Society is authorised and regulated by the Financial Services Authority (FSA).
