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Policy Buyers
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There are all sorts of reasons for investors to buy TEPs:
- Retirement Planning - either within an existing pension fund or as an addition to
existing pension arrangements. TEPs are permitted investments for Small Self Administered
Schemes (SSAS's) and Self Invested Personal Pensions (SIPP's).
- As an investment as part of a balanced portfolio.
- As a regular savings vehicle for specific future capital needs, such as, weddings,
school or university funding, or a special anniversary holiday.
- As a gift - with possible tax advantages.
- As an investment within an existing trust.
- Corporate Treasury - an attractive alternative to long term deposits.
- To repay loans or mortgages.
If you are interested in becoming one of our policy buyers, please get in touch
by filling in the form below or emailing us at info@endowmentpolicy.info
In your email, please describe how you wish to invest in second hand endowments, points to consider are:
- The reason for buying an endowment
- Your investment budget
- The investment term
- The premiums you would like to pay yearly
- If there are any specific life offices you are interested in, please mention them
Please feel free to disclose as much or as little information as you wish, we respect your privacy completely.
Also, please note that we can not give advice as we work on an execution only basis.
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