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Traded Endowment- IFA
seratonin
Posts: 4 Newbie
I have a Britannic Portfolio Investment Bond. It's only for £1,000 but even after 6 years I've been told I won't get the full amount if I cash-in. Anyone know how to go about trading-in, or what the first port of call would be?
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Comments
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What you have is a single premium whole of life assurance (to give it the generic name). It cannot be sold under the same process that endowment policies are.
Surrender or keep (or possibly switch funds) are your main options.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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