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Investment Bond


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The Lincoln unit-linked Investment Bond offers your clients the flexibility to leave their money to grow over the long term or to take a regular withdrawal to supplement other income.

Lincoln offers a range of funds that allow your clients to match their attitude to risk. This exclusive range of  funds is externally managed by strong fund managers including Schroders, Jupiter, Invesco Perpetual and some of the most respected institutional fund managers in the industry such as Goldman Sachs Asset Management and Mondian Investment Partners.

Find out more about the funds available and the fund managers.

Key benefits for your clients

  • 105.75% allocation on investments above £49,999.
  • Free and unlimited fund switching (we reserve the right to impose a charge in the future).
  • AMC rebate after five years.
  • 1% loyalty bonus at the end of year ten.
  • 5% tax deferred cash available annually (up to 20 years).

What's in it for you?

  • 7% initial commission or 4% initial commission plus 0.5% trail.
  • Commission sacrifice available (1:1 commission allocation).

For more information or quotes please ring our desk based consultants on
0845 071 0200 Mon to Fri 8am - 6pm.

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All product literature (including key features and application forms)

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