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Barclays Wealth – Defined Returns Plan Annual Kick Out October 2010 Edition

Barclays Wealth – Defined Returns Plan Annual Kick Out October 2010 Edition

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £5,100-£500,000

Term: Six years

Return: AKO 100 option – 7% growth plus original capital at the end of year one provided index is at or above its initial value, 14% at the end of year two, 21% at the end of year three, 28% at the end of year four, 35% at the end of year five or 42% at the end of year six, AKO 90 option – 21% growth plus original capital  at the end of year three, 28% at the end of year four, 35% at the end of year five or 42% at the end of year six

Guarantee: Original capital returned in full at the end of the term provided the index does not fall by more than 50% by the final day of the term

Closing date: November 19, 2010, November 5, 2010 for Isa transfers

Commission: Initial 3%

Contact: www.barclayswealthprotectedinvestments.com

Barclays Wealth – FTSE Returns Bond October 2010

Type: Guaranteed equity bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £5,100-£500,000, Isa £10,200

Term: Six years

Return: The greater of 11% growth locked in if index rises by at least 11%t at the end of year two, 22% growth locked in if index rises by at least 22 % at the end of year four or 1.5 times the growth in the index capped at 33% of the original investment at the end of the term, based on three month’s averaging at the start and end of the term

Guarantee: Original capital returned in full at the end of the term regardless of the performance of the index

Closing date: November 22, 2010, November 8, 2010 for Isa transfers

Commission: Initial 2%

Contact: www.barclayswealthprotectedinvestments.com

WITH-PROFITS BONDS

Foresters Friendly Society

Ethical Child Savings Plan

Type: Tax-exempt with-profits savings plan for children

 Aim: Income and growth by investing in the ethical section of the Society’s with-profits fund

Minimum investment: £25 a month, £15 a month for online applications

Minimum-maximum ages: From birth-16

Investment split: 100% in the ethical section of the Foresters Friendly Society with-profits bond

Minimum term: 10 years

Charges: Implicit

Commission: Flat payment of £50

Tel: 0800 954 2474

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