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Unit Linked endowment Policy with L&G

Last post Sun, Jan 25 2009, 11:13 PM by maxsteam. 1 replies.
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  •  Sun, Jan 25 2009, 11:13 PM

    Re: Unit Linked endowment Policy with L&G

    The footse index has dropped to around 3800 a couple of times and, in my opinion, it may drop to that area again but wont go further down. If I'm right, it is certainly a good time to buy share based investments at the moment. It's clearly a better time to buy now than six momths ago.

    Having said that, my suggestion is that you don't put more money into your existing endowment policy for two reasons. Firstly charges on endowment policies are usually higher than many other types of investment and secondly it is always a good idea to spread your investments between several providers and several investment types if possible.

    If you are decided on putting the money into share based investments, you could consider a stocks & shares ISA for the monthly savings and a unit trust or investment trust for the lump sum. You can use the financial magazines at your newsagents and the web sites of providers to decide who you are comfortable dealing with. It's worth looking at the shares that various funds are investing in. I would guess that any fund that avoids luxury retailers, banks and other credit dependent sectors but invests in larger UK companies will outperform the footse index over the next year or two.

    • Post Points: 5
  •  Sun, Jan 25 2009, 11:26 AM

    Unit Linked endowment Policy with L&G

    I have a Unit Linked Endowment Policy with Legal & General. I was thinking increasing my monthly contribution by an extra £20/£30 p/m. However I also have savings and was thinking of investing some of these savings into the Endowment by way of a lump sum (say £1500/ £2000) instead of the monthly increase.

    In my humble opinion (i'm no expert!) it obviously isn't a good time for cashing in these policies in general (not that I was thinking of that) so surely there is a flip side ie. good time to invest instead ? I am led to believe that with these types of policies you actually purchase units and with the unit price being so low at present you'd be able to buy more, hence the idea of a lump sum investment as opposed to an increase in contribution.

    I have had the Policy for 8 years and is projected to clear my mortgage in 2025 - each year I have had letters stating that the Policy is on track to do so but I would like to pay my mortgage off quicker and was wondering what my best option (of the two above, or any other) would be ?

    Any advice greatly appreciated !

    • Post Points: 20