Flexible Guarantee Bond:

SkipNav
smoothing curve with stack of coins

Flexible Guarantee Bond Series 3 – key features

Reassure your client and help protect their investment: our Flexible Guarantee Bond provides long-term growth.

With three fund options, our Flexible Guarantee Bond offers unique features to protect your clients’ funds. The Bond comes with in-built smoothing – it’s designed to avoid sharp rises and falls in investment value by averaging returns over a 26-week rolling period.

More on smoothing.

Risk rating meter next to coin with £ sign

Risk-rated fund options

There are three risk-rated options:
  • Cautious Series 2 – designed to provide long term, steady growth with a low level of risk.
  • Balanced Series 2- designed to provide long term, moderate growth, with a low to medium level of risk.
  • Managed Growth – designed to provide long term growth, with a medium level of investment risk.
    Our funds have been independently risk-rated by Defaqto and Distribution Technology.
Book School Documents

Key features – in one place

We’ve made it easier to get the information you need – from charges and limits, to withdrawals and benefits, our quick facts guide has it all in one place.
calendar, document with 10 behind a coin stack

Optional capital guarantee

Add further security to your client’s investment with an optional capital guarantee. Here are some important things to note:

  • The Bond will be worth at least the amount it was when the guarantee was added – less any money paid out of the bond during the guarantee term
  • If the Bond is worth more than the guaranteed amount at the end of the term – your client gets the extra too.
  • The guarantee is available for each fund option – the choice of guarantees can be different for each fund option.
  • There is an additional charge for the guarantee – this will depend on the fund option and guarantee term chosen.
Hands holding heart in middle

Giving your clients more

By taking out our Flexible Guarantee Bond, your client can opt to become a member. That entitles them to a range of great benefits, at no extra cost:
  • Free and unlimited access to our confidential Member Care Line.
  • Discounts on general insurance products provided by LV= General Insurance Group, a subsidiary company of Allianz Holdings plc.
  • Invite to vote in our AGM – once your client’s been a member for at least 12 months.
  • Request for financial assistance through our Member Support Fund – for your client or a family member.

Learn more about Member Benefits.
Laptop with an arrow on screen

Online valuations, made simple

Check the value of your client’s investment online, in just a few clicks.

Launch our online valuation tool.
Contact Phone

Let's talk

0800 678 1890

9:00am - 5:00pm Mon-Fri

TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.