Lifetime & Wealthmaster Introduction

Lifetime & Wealthmaster Plans

The Lifetime and Wealthmaster Plans were originally sold by CMI Insurance Company Limited. They were designed to give a choice between protection, investment or both. Wealthmaster was a fixed term, regular premium plan and Lifetime, a whole of life, regular premium plan.

Both Lifetime and Wealthmaster plans are no longer open to new investors, but we continue to manage them for existing customers.

Switching funds

There are a range of investment funds available to the plans. You can find out more information about via our Fund Centre and Guaranteed Growth Fund pages. The Fund Centre is where you can find performance information and factsheets.

You can switch between the available funds up to 12 times per calendar year, free of charge. Any additional switches are charged at 1% of the value of the units being switched, subject to a minimum charge of £10 and a maximum charge of £250.