Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
‍
As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Active products

Browse our active products to see how they’re performing
Click on the product titles below to reveal further information.
Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Annual Kick-out Plan (MS140)  Download plan summary 6 Oct 2023 7 Oct 2030 £1.2762 as at 29 May 2026
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.2543 as at 29 May 2026
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.2500 as at 29 May 2026
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.2229 as at 29 May 2026
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.2290 as at 29 May 2026
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.2058 as at 29 May 2026
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.1900 as at 29 May 2026
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1577 as at 29 May 2026
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1517 as at 29 May 2026
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1689 as at 29 May 2026
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1573 as at 29 May 2026
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.1506 as at 29 May 2026
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1423 as at 29 May 2026
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1277 as at 29 May 2026
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.1150 as at 29 May 2026
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.1110 as at 29 May 2026
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.1004 as at 29 May 2026
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0638 as at 29 May 2026
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0875 as at 29 May 2026
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £1.0717 as at 29 May 2026
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0813 as at 29 May 2026
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0628 as at 29 May 2026
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0653 as at 29 May 2026
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £1.0449 as at 29 May 2026
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0632 as at 29 May 2026
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0579 as at 29 May 2026
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0604 as at 29 May 2026
UK Annual Kick-out Plan (SAN087)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0300 as at 29 May 2026
UK Annual Kick-out Plan (HS603)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0464 as at 29 May 2026
UK Annual Kick-out Plan (HS604)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0487 as at 29 May 2026
UK Annual Kick-out Plan (CT136)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0324 as at 29 May 2026
UK Annual Kick-out Plan (HS617)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0344 as at 29 May 2026
UK Annual Kick-out Plan (HS618)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0370 as at 29 May 2026
UK Annual Kick-out Plan (SAN095)  Download plan summary 19 Sep 2025 20 Sep 2032 £1.0000 as at 6 Oct 2025
UK Annual Kick-out Plan (CT139)  Download plan summary 10 Oct 2025 10 Oct 2031 £1.0250 as at 29 May 2026
UK Annual Kick-out Plan (HS633)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0254 as at 29 May 2026
UK Annual Kick-out Plan (HS634)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0272 as at 29 May 2026
UK Annual Kick-out Plan (SAN102)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9928 as at 29 May 2026
UK Annual Kick-out Plan (CT141)  Download plan summary 21 Nov 2025 21 Nov 2031 £1.0160 as at 29 May 2026
UK Annual Kick-out Plan (HS650)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0120 as at 29 May 2026
UK Annual Kick-out Plan (HS651)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0134 as at 29 May 2026
UK Annual Kick-out Plan (CT145)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9931 as at 29 May 2026
UK Annual Kick-out Plan (HS664)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9990 as at 29 May 2026
UK Annual Kick-out Plan (HS665)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9988 as at 29 May 2026
UK Annual Kick-out Plan (HS679)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9750 as at 29 May 2026
UK Annual Kick-out Plan (HS678)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9760 as at 29 May 2026
UK Annual Kick-out Plan (CT148)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9625 as at 29 May 2026
UK Annual Kick-out Plan (HS692)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9929 as at 29 May 2026
UK Annual Kick-out Plan (HS693)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9949 as at 29 May 2026
UK Annual Kick-out Plan (GS200)  Download plan summary 27 Mar 2026 30 Mar 2032 £1.0015 as at 29 May 2026
UK Annual Kick-out Plan (HS706)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0049 as at 29 May 2026
UK Annual Kick-out Plan (HS707)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0113 as at 29 May 2026
UK Annual Kick-out Plan (HS718)  Download plan summary 29 May 2026 28 May 2032
Conditional Income Plan
Product Name Plan Summary Start Date End Date Price
UK Conditional Income Plan (CA123)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9768 as at 29 May 2026
Defensive Dual Index Plan (UK and Europe)
Product Name Plan Summary Start Date End Date Price
UK & Europe Defensive Step Down Kick-out Plan (HS581)  Download plan summary 3 Jul 2025 3 Jul 2031 £1.0466 as at 29 May 2026
Defensive Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Defensive Step Down Kick-out Plan (CA076)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1529 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0778 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0453 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £1.0415 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0270 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS598)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0174 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN089)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9956 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS620)  Download plan summary 17 Sep 2025 17 Sep 2031 £1.0068 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (CT138)  Download plan summary 19 Sep 2025 20 Sep 2032 £1.0056 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN097)  Download plan summary 19 Sep 2025 19 Sep 2031 £0.9825 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS636)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9895 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (CT140)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9970 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN104)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9651 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS652)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9830 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN112)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9528 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (CT143)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9812 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS666)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9772 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN119)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9522 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS680)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9703 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN125)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9111 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS694)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9841 as at 29 May 2026
UK & US Defensive Step Down Kick-out Plan (GS201)  Download plan summary 27 Mar 2026 30 Mar 2032 £1.0070 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN130)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9523 as at 29 May 2026
UK & Europe Defensive Step Down Kick-out Plan (HS709)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9922 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS708)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0124 as at 29 May 2026
UK & US Defensive Step Down Kick-out Plan (GS203)  Download plan summary 8 May 2026 10 May 2032 £0.9980 as at 29 May 2026
UK Defensive Step Down Kick-out Plan (SAN136)  Download plan summary 15 May 2026 17 May 2032 £1.0000 as at 29 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS719)  Download plan summary 29 May 2026 28 May 2032
UK & Europe Defensive Step Down Kick-out Plan (HS720)  Download plan summary 29 May 2026 28 May 2032
Europe Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS576)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0827 as at 29 May 2026
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0712 as at 29 May 2026
Europe Annual Kick-out Plan (HS609)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0520 as at 29 May 2026
Europe Annual Kick-out Plan (HS625)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0328 as at 29 May 2026
Europe Step Down Kick-out Plan (HS626)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0239 as at 29 May 2026
Europe Step Down Kick-out Plan (HS642)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0149 as at 29 May 2026
Europe Annual Kick-out Plan (HS641)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0216 as at 29 May 2026
Europe Annual Kick-out Plan (HS657)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0077 as at 29 May 2026
Europe Step Down Kick-out Plan (HS658)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9998 as at 29 May 2026
Europe Annual Kick-out Plan (HS671)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9953 as at 29 May 2026
Europe Step Down Kick-out Plan (HS672)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9914 as at 29 May 2026
Europe Annual Kick-out Plan (HS685)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9746 as at 29 May 2026
Europe Step Down Kick-out Plan (HS686)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9782 as at 29 May 2026
Europe Annual Kick-out Plan (HS700)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0173 as at 29 May 2026
Europe Step Down Kick-out Plan (HS701)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0089 as at 29 May 2026
Europe Annual Kick-out Plan (HS713)  Download plan summary 15 May 2026 17 May 2032 £1.0136 as at 29 May 2026
Europe Step Down Kick-out Plan (HS714)  Download plan summary 15 May 2026 17 May 2032 £1.0159 as at 29 May 2026
Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Step Down Kick-out Plan (CA093)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.1318 as at 29 May 2026
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.1211 as at 29 May 2026
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.1019 as at 29 May 2026
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0843 as at 29 May 2026
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0659 as at 29 May 2026
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0615 as at 29 May 2026
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0462 as at 29 May 2026
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0563 as at 29 May 2026
Europe Step Down Kick-out Plan (HS610)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0388 as at 29 May 2026
Fixed Income Plan
Product Name Plan Summary Start Date End Date Price
UK Fixed Income Plan (CT041)  Download plan summary 8 Jul 2022 8 Jul 2027 £0.9967 as at 29 May 2026
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £1.0062 as at 29 May 2026
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9954 as at 29 May 2026
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0025 as at 29 May 2026
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0309 as at 29 May 2026
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0099 as at 29 May 2026
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0206 as at 29 May 2026
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £1.0037 as at 29 May 2026
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0041 as at 29 May 2026
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £1.0061 as at 29 May 2026
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £1.0093 as at 29 May 2026
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0243 as at 29 May 2026
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0065 as at 29 May 2026
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9912 as at 29 May 2026
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9968 as at 29 May 2026
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9851 as at 29 May 2026
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9720 as at 29 May 2026
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £0.9944 as at 29 May 2026
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9819 as at 29 May 2026
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9789 as at 29 May 2026
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £0.9817 as at 29 May 2026
UK Fixed Income Plan (CA122)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9670 as at 29 May 2026
UK Fixed Income Plan (HS645)  Download plan summary 28 Nov 2025 28 Nov 2030 £0.9598 as at 29 May 2026
UK Fixed Income Plan (CT144)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9534 as at 29 May 2026
UK Fixed Income Plan (BNP031)  Download plan summary 31 Mar 2026 31 Mar 2031 £0.9676 as at 29 May 2026
Japan Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.2075 as at 29 May 2026
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1792 as at 29 May 2026
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1668 as at 29 May 2026
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1587 as at 29 May 2026
Japan Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1727 as at 29 May 2026
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1477 as at 29 May 2026
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1367 as at 29 May 2026
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1297 as at 29 May 2026
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0627 as at 29 May 2026
Japan Step Down Kick-out Plan (HS611)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0475 as at 29 May 2026
Japan Step Down Kick-out Plan (HS627)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0372 as at 29 May 2026
Japan Step Down Kick-out Plan (HS643)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0199 as at 29 May 2026
Japan Step Down Kick-out Plan (HS659)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0133 as at 29 May 2026
Japan Step Down Kick-out Plan (HS673)  Download plan summary 23 Jan 2026 23 Jan 2032 £1.0069 as at 29 May 2026
Japan Step Down Kick-out Plan (HS687)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9890 as at 29 May 2026
Japan Step Down Kick-out Plan (HS702)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0094 as at 29 May 2026
Japan Step Down Kick-out Plan (HS715)  Download plan summary 15 May 2026 17 May 2032 £1.0040 as at 29 May 2026
Quarterly Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Quarterly Kick-out Plan (HS583)  Download plan summary 3 Jul 2025 3 Jul 2031 £1.0582 as at 29 May 2026
UK Quarterly Kick-out Plan (HS597)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0468 as at 29 May 2026
UK Quarterly Kick-out Plan (HS619)  Download plan summary 17 Sep 2025 17 Sep 2031 £1.0329 as at 29 May 2026
UK Quarterly Kick-out Plan (HS635)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0243 as at 29 May 2026
Semi-Annual Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Semi-Annual Step Down Kick-out Plan Issue 26 (GS111)  Download plan summary 3 Jul 2020 4 Jan 2027 £1.1096 as at 11 Jul 2022
UK & Europe Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Defensive Annual Kick-out Plan (MS185)  Download plan summary 25 Oct 2024 25 Oct 2030 £1.1047 as at 29 May 2026
UK & Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan (BNP001)  Download plan summary 31 Jul 2020 31 Jul 2026 £1.0972 as at 22 Jun 2023
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.1017 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CA119)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0782 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CA124)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0522 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CA128)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0317 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CA130)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0186 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CA132)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9953 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CA134)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9712 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CA138)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0143 as at 29 May 2026
UK & Europe Annual Kick-out Plan (CT151)  Download plan summary 22 May 2026 24 May 2032 £1.0000 as at 29 May 2026
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Annual Kick-out Plan (MS205)  Download plan summary 10 Feb 2025 10 Feb 2032 £1.1093 as at 29 May 2026
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0945 as at 29 May 2026
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0769 as at 29 May 2026
UK & US Annual Kick-out Plan (MS219)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0543 as at 29 May 2026
UK & US Annual Kick-out Plan (MS221)  Download plan summary 10 Oct 2025 10 Oct 2031 £1.0140 as at 29 May 2026
UK & US Annual Kick-out Plan (MS223)  Download plan summary 14 Nov 2025 14 Nov 2031 £1.0185 as at 29 May 2026
UK & US Annual Kick-out Plan (MS225)  Download plan summary 19 Dec 2025 19 Dec 2031 £1.0019 as at 29 May 2026
UK & US Annual Kick-out Plan (MS228)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9978 as at 29 May 2026
UK & US Annual Kick-out Plan (MS230)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9702 as at 29 May 2026
UK & US Annual Kick-out Plan (MS232)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9902 as at 29 May 2026
UK & US Annual Kick-out Plan (MS234)  Download plan summary 22 May 2026 24 May 2032 £1.0000 as at 29 May 2026
UK 90% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1310 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1349 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1196 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1262 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.1098 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.1048 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0877 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0937 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0861 as at 29 May 2026
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0798 as at 29 May 2026
UK 95% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0697 as at 29 May 2026
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0825 as at 29 May 2026
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0734 as at 29 May 2026
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0608 as at 29 May 2026
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0530 as at 29 May 2026
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0657 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0609 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0566 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0506 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0476 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS605)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0265 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS606)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0304 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS621)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0119 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS622)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0138 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS637)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0015 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS638)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0053 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS653)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9948 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS654)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9984 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS668)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9894 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS667)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9998 as at 6 Feb 2026
UK 95% Annual Kick-out Plan (HS681)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9681 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS682)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9707 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS697)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9920 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS696)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9903 as at 29 May 2026
UK 95% Annual Kick-out Plan (HS710)  Download plan summary 15 May 2026 17 May 2032 £1.0146 as at 29 May 2026
UK and Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.1137 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0770 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA120)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0599 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA125)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0360 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA129)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0168 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA131)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0066 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA133)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9922 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA135)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9691 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CA139)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0057 as at 29 May 2026
UK & Europe Step Down Kick-out Plan (CT152)  Download plan summary 22 May 2026 24 May 2032 £1.0000 as at 29 May 2026
UK and US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Step Down Kick-out Plan (HS460)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1325 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0756 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0600 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS220)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0410 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS222)  Download plan summary 10 Oct 2025 10 Oct 2031 £1.0022 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS224)  Download plan summary 14 Nov 2025 14 Nov 2031 £1.0086 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS226)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9922 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS229)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9878 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS231)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9662 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS233)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9971 as at 29 May 2026
UK & US Step Down Kick-out Plan (MS235)  Download plan summary 22 May 2026 24 May 2032 £1.0000 as at 29 May 2026
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Defensive Annual Kick-out Plan (CA090)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1296 as at 29 May 2026
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1131 as at 29 May 2026
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (MS145)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1831 as at 29 May 2026
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1801 as at 29 May 2026
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1537 as at 29 May 2026
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1329 as at 29 May 2026
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1059 as at 29 May 2026
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1356 as at 29 May 2026
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1117 as at 29 May 2026
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1286 as at 29 May 2026
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1149 as at 29 May 2026
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1203 as at 29 May 2026
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.1073 as at 29 May 2026
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.1132 as at 29 May 2026
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1288 as at 29 May 2026
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1221 as at 29 May 2026
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1153 as at 29 May 2026
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1248 as at 29 May 2026
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1000 as at 29 May 2026
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1048 as at 29 May 2026
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.1013 as at 29 May 2026
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1087 as at 29 May 2026
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1160 as at 29 May 2026
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0964 as at 29 May 2026
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0933 as at 29 May 2026
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0979 as at 29 May 2026
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0997 as at 29 May 2026
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0942 as at 29 May 2026
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0913 as at 29 May 2026
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.1034 as at 29 May 2026
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.1007 as at 29 May 2026
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0814 as at 29 May 2026
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0765 as at 29 May 2026
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0784 as at 29 May 2026
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0831 as at 29 May 2026
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0969 as at 29 May 2026
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0879 as at 29 May 2026
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0685 as at 29 May 2026
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0736 as at 29 May 2026
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0841 as at 29 May 2026
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0742 as at 29 May 2026
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0892 as at 29 May 2026
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0792 as at 29 May 2026
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0643 as at 29 May 2026
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0596 as at 29 May 2026
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0624 as at 29 May 2026
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0720 as at 29 May 2026
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0715 as at 29 May 2026
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0835 as at 29 May 2026
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0606 as at 29 May 2026
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0559 as at 29 May 2026
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0610 as at 29 May 2026
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0559 as at 29 May 2026
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0641 as at 29 May 2026
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0531 as at 29 May 2026
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0720 as at 29 May 2026
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0480 as at 29 May 2026
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0511 as at 29 May 2026
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0500 as at 29 May 2026
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0540 as at 29 May 2026
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0621 as at 29 May 2026
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £1.0501 as at 29 May 2026
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0568 as at 29 May 2026
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0417 as at 29 May 2026
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0374 as at 29 May 2026
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0493 as at 29 May 2026
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0513 as at 29 May 2026
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0520 as at 29 May 2026
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0486 as at 29 May 2026
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0346 as at 29 May 2026
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0431 as at 29 May 2026
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0398 as at 29 May 2026
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0480 as at 29 May 2026
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0455 as at 29 May 2026
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0431 as at 29 May 2026
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0476 as at 29 May 2026
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0329 as at 29 May 2026
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0347 as at 29 May 2026
UK Step Down Kick-out Plan (SAN088)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0154 as at 29 May 2026
UK Step Down Kick-out Plan (CA121)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0302 as at 29 May 2026
UK Step Down Kick-out Plan (HS601)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0369 as at 29 May 2026
UK Step Down Kick-out Plan (HS602)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0311 as at 29 May 2026
UK Step Down Kick-out Plan (HS599)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0341 as at 29 May 2026
UK Step Down Kick-out Plan (HS600)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0275 as at 29 May 2026
UK Step Down Kick-out Plan (HS608)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0176 as at 29 May 2026
UK Step Down Kick-out Plan (HS607)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0147 as at 29 May 2026
UK Step Down Kick-out Plan (CT137)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0214 as at 29 May 2026
UK Step Down Kick-out Plan (HS614)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0151 as at 29 May 2026
UK Step Down Kick-out Plan (HS613)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0239 as at 29 May 2026
UK Step Down Kick-out Plan (HS615)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0257 as at 29 May 2026
UK Step Down Kick-out Plan (HS616)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0176 as at 29 May 2026
UK Step Down Kick-out Plan (SAN096)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9954 as at 29 May 2026
UK Step Down Kick-out Plan (CA126)  Download plan summary 26 Sep 2025 27 Sep 2032 £1.0118 as at 29 May 2026
UK Step Down Kick-out Plan (HS624)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0029 as at 29 May 2026
UK Step Down Kick-out Plan (HS623)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9996 as at 29 May 2026
UK Step Down Kick-out Plan (HS631)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0173 as at 29 May 2026
UK Step Down Kick-out Plan (HS630)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0081 as at 29 May 2026
UK Step Down Kick-out Plan (HS629)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0163 as at 29 May 2026
UK Step Down Kick-out Plan (HS632)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0085 as at 29 May 2026
UK Step Down Kick-out Plan (SAN103)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9847 as at 29 May 2026
UK Step Down Kick-out Plan (HS640)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9930 as at 29 May 2026
UK Step Down Kick-out Plan (HS639)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9903 as at 29 May 2026
UK Step Down Kick-out Plan (CT142)  Download plan summary 21 Nov 2025 22 Nov 2032 £1.0067 as at 29 May 2026
UK Step Down Kick-out Plan (HS646)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0034 as at 29 May 2026
UK Step Down Kick-out Plan (HS649)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9945 as at 29 May 2026
UK Step Down Kick-out Plan (HS648)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0041 as at 29 May 2026
UK Step Down Kick-out Plan (HS647)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9950 as at 29 May 2026
UK Step Down Kick-out Plan (HS655)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9858 as at 29 May 2026
UK Step Down Kick-out Plan (SAN110)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9800 as at 29 May 2026
UK Step Down Kick-out Plan (SAN111)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9837 as at 29 May 2026
UK Step Down Kick-out Plan (HS656)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9880 as at 29 May 2026
UK Step Down Kick-out Plan (CT146)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9882 as at 29 May 2026
UK Step Down Kick-out Plan (HS661)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9849 as at 29 May 2026
UK Step Down Kick-out Plan (HS660)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9939 as at 29 May 2026
UK Step Down Kick-out Plan (HS663)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9846 as at 29 May 2026
UK Step Down Kick-out Plan (HS662)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9934 as at 29 May 2026
UK Step Down Kick-out Plan (SAN118)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9643 as at 29 May 2026
UK Step Down Kick-out Plan (SAN117)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9610 as at 29 May 2026
UK Step Down Kick-out Plan (HS670)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9837 as at 29 May 2026
UK Step Down Kick-out Plan (HS669)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9813 as at 29 May 2026
UK Step Down Kick-out Plan (HS675)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9708 as at 29 May 2026
UK Step Down Kick-out Plan (HS683)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9681 as at 29 May 2026
UK Step Down Kick-out Plan (HS677)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9708 as at 29 May 2026
UK Step Down Kick-out Plan (HS674)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9783 as at 29 May 2026
UK Step Down Kick-out Plan (HS676)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9778 as at 29 May 2026
UK Step Down Kick-out Plan (HS684)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9702 as at 29 May 2026
UK Step Down Kick-out Plan (CT149)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9699 as at 29 May 2026
UK Step Down Kick-out Plan (SAN123)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9338 as at 29 May 2026
UK Step Down Kick-out Plan (CA136)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9639 as at 29 May 2026
UK Step Down Kick-out Plan (SAN124)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9512 as at 29 May 2026
UK Step Down Kick-out Plan (HS688)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9897 as at 29 May 2026
UK Step Down Kick-out Plan (HS691)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9842 as at 29 May 2026
UK Step Down Kick-out Plan (HS690)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9907 as at 29 May 2026
UK Step Down Kick-out Plan (HS689)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9824 as at 29 May 2026
UK Step Down Kick-out Plan (HS699)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9864 as at 29 May 2026
UK Step Down Kick-out Plan (HS698)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9842 as at 29 May 2026
UK Step Down Kick-out Plan (CT150)  Download plan summary 31 Mar 2026 31 Mar 2032
UK Step Down Kick-out Plan (SAN129)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9590 as at 29 May 2026
UK Step Down Kick-out Plan (CA140)  Download plan summary 31 Mar 2026 31 Mar 2033 £0.9831 as at 29 May 2026
UK Step Down Kick-out Plan (HS703)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0054 as at 29 May 2026
UK Step Down Kick-out Plan (HS705)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0067 as at 29 May 2026
UK Step Down Kick-out Plan (HS704)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0083 as at 29 May 2026
UK Step Down Kick-out Plan (SAN135)  Download plan summary 15 May 2026 17 May 2032 £1.0000 as at 29 May 2026
UK Step Down Kick-out Plan (HS712)  Download plan summary 15 May 2026 17 May 2032 £1.0115 as at 29 May 2026
UK Step Down Kick-out Plan (HS711)  Download plan summary 15 May 2026 17 May 2032 £1.0122 as at 29 May 2026
UK Step Down Kick-out Plan (HS716)  Download plan summary 29 May 2026 28 May 2032
UK Step Down Kick-out Plan (HS717)  Download plan summary 29 May 2026 28 May 2032
US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
US Step Down Kick-out Plan (MS212)  Download plan summary 9 May 2025 9 May 2031 £1.0661 as at 29 May 2026
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0539 as at 29 May 2026
Subscribe for free resources
& news updates.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form

About

Products and Services

Legal

We use cookies to improve your experience on our website. Please read our Cookie policy to find out more

© Copyright 2026 Walker Crips Group Limited. All rights reserved.
Walker Crips Group Limited, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
‍
Walker Crips Group Limited is registered in England and Wales, number 1432059. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: 128 Queen Victoria Street, London EC4V 4BJ.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.

The value of investments can fall as well as rise. Investors may get back less than invested.

Back to top