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Is Your Policy Saleable

Clients should review the following points to see if their policy is suitable for trading in through the Endowment Policy Maximiser :
  • Does your policy have a surrender value of at least £1,000 ?
  • Has the policy been running for at least 5 years?
  • Is it a 'with profits' endowment or 'whole of life' policy?
  • Is it a guaranteed stockmarket bond?
  • Is it a conventional policy? (not flexible)
 

Endowment Policy Maximiser is the TEP division of Moneysworth Ltd. Moneysworth Ltd is authorised and regulated by the Financial Services Authority. Moneysworth Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 448958. Moneysworth Ltd Registered in England & Wales No. 04782475 Director T.D. Boddy. Registered Office: Springwood, Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS. The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Telephone - 01565 757765