Child's Tax-Exempt Savings Plan

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Application information

You’re applying for a Child's Tax-Exempt Savings Plan with Unity Mutual

Applying for the plan takes just a few minutes.
In order to set up their account, we’ll need some personal details for both you and the child.

Important information about the Child's Tax-Exempt Savings Plan

  • To open a Child’s Tax-Exempt Savings Plan and become the Registered Contact on the plan, you must be aged 16 years old or over and be a UK resident.
  • The child must also be a UK resident to be eligible.
  • A child can hold multiple Child Tax-Exempt Savings Plans; however, the combined contributions must not exceed £25 monthly or £270 annually.
  • This plan requires a commitment to saving between £9 and £25 monthly (or between £100 and £270 annually) for the full 10 year term.
  • This plan offers a guaranteed return (sum assured) with the potential for additional bonuses. Bonuses are based on the fund performance and cannot be predicted or guaranteed.
  • If the child is 16 or over when the plan matures, the proceeds will be paid directly to them.  
  • This plan is sold on a non-advised basis and no advice has been sought or given. If you’re unsure about this product, please speak to an Independent Financial Advisor (fees may apply).

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