Hinckley And Rugby Building Society

Monitored Informed Investing Brochure

Monitored Informed Investing (MII) - now, more than ever, you need your investments to work as hard as possible for you. With interest rates at their lowest for decades and recent stockmarket volatility you need to be confident that they are achieving their maximum potential returns.

There are six distinct elements that combine to make this an offering which is unique. Together these elements create a solid yet flexible framework to help you achieve your investment goals. Find out more today!

Corporate Brochure

Throughout our lifetime, as our priorities and goals change, so does our financial situation. Whether you are an experienced investor with a mixture of assets, or just want jargon free, straightforward advice, Skipton Financial Services Limited can help.

IHT Guide

Having worked hard all your life to build your financial portfolio and assets, it’s upsetting to know that 40% of everything over £325,000 if you are single or divorced or £625,000 if you are married, in a civil partnership or widowed could be given back to the Government in IHT.

Our simple guide will help you find out how Skipton Financial Services Limited could help you to reduce or even eliminate this unnecessary tax.

Retirement Income Service Guide

You work and save all of your life to ensure that you can enjoy your retirement in the lifestyle that you are accustomed to and to fulfil those ambitions you have planned for those restful years.

It is therefore crucial that you find the best retirement income deal that your pension fund will buy, especially if, like many people have found in recent times, your pension fund turns out to be less than you hoped.

Individual Savings Accounts (ISA) Guide

ISA stands for Individual Savings Account and are the Government’s way of encouraging you to invest by allowing tax benefits. They were introduced in 1999, effectively replacing Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts (TESSAs).

Many people think of ISAs as investments in their own right, however, in simplest terms, they are tax-efficient ‘wrappers’ which are placed around investments to give excellent tax benefits.

With Profit Bond Guide

With Profit Bonds are complicated investments but our straightforward guide will help you understand how they work and highlight the things you need to consider when reviewing your Bonds.

Consolidation Service Guide

The Skipton Financial Services Investment Consolidation Service allows you to bring together all your funds quickly and easily.

You can get a single, up-to-date picture of your Portfolio including online valuations and reports, available to view at a time convenient to you. You will also be able to maximise the returns from your portfolio by reviewing your investments, their predicted growth rates and evaluate how your individual funds are performing.

What's more you can switch between fund and fund companies to benefit from changes in the market.