Personal Business Home Log in Search Menu Investment plans Put your money to work, with one of Wesleyan’s investment plans Any investment plan is only as good as the people behind it. Whether you have a lump sum to make the most of, or you want to build up your investment monthly, our plans allow you to invest in a range of funds managed by the Investment Team of the Year 2020 (Insurance Asset Risk Awards). Bear in mind investment values and any income can go down as well as up. You could get back less than you invest. Our investment plans Capital Investment Bond The Capital Investment Bond (CIB) is designed to help you plan for the future, providing the potential for capital growth and income. Invest a lump sum of £7,500+ Invest in a choice of 17 funds including our With Profits Fund Switch funds up to 12 times a year Can be held in trust to help with inheritance tax planning Find out more Flexible Savings Plan Want to be flexible with your investment? Our easy-to-manage Flexible Savings Plan allows you to mix regular and one-off payments. Invest from just £100 per month Add lump sums of £500 or more at any time Invest in a choice of 17 funds including our With Profits Fund Plan can be held in trust to help with inheritance tax planning Find out more Another way to invest… Wesleyan Group also offers a choice of stocks and shares ISA, allowing you tax-free investment of up to £20,000 in the 2021/22 tax year. View stocks and shares ISAs Back to top Products & services Financial advice Savings & investments Pensions & retirement Protection Mortgages Insurance Business For your profession Dentists Doctors Teachers Useful information About us News Insights Students Wesleyan Bank Practice Plan DPAS Medenta Financial advice that's all about you Wesleyan Financial Services Consultants help doctors, dentists and teachers achieve their goals through specialist financial advice. Book an appointment Contact us Careers Sitemap Privacy Legal Security Accessibility Modern Slavery Act Cookies 'WESLEYAN' is a trading name of the Wesleyan Group of companies. Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority. Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd. Read more information about the Wesleyan group of companies. © 2021 Wesleyan Assurance Society. All rights reserved, for UK use only.