Selling your Endowments

For more information on endowments and buying them click here

Many people have endowment policies that they no longer want. A possible option is to see if the policy can traded or cashed in.

Are your Endowments Sellable?

What to do next?

How much can you get?

Apply Now

How sellable are your Endowments?

It's generally thought that Endowment Policies should be kept for their full term as if you surrender early you will lose out on the terminal bonus.

We have linked up with a reputable firm who will be able to sell your endowments policy provided it is a With Profits Policy, has a minimum surrender value of £2,000 and has been running for at least 5 years.

What do you do next?

If your policy(s) fit the above description and you want to see how much it can be sold for, complete the requested details on the application form.

This will be sent to our partners. They will arrange for the policy to be "trawled" to a panel of Market Makers who will value it.

They will then advise you of the best price offered. If you decide to sell, they deal with the whole transaction.

If you're not sure if your policy is eligible, don't worry, just apply anyway, leave your contact details and they will contact you.

If you want to go to the application form now click here.

Back To Top

What can you get?

Often our partners can obtain an improvement over the surrender value, generally between 10% and 90% dependent upon the policy.

Back To Top

About our partners

The experts we will refer your enquiry to are called Baronworth. They are Independent Financial Advisers who were established 15 years ago. Their three directors have a total of over 100 years experience in Accountancy, Banking and the Law.

They were the first firm to offer discounts on financial products, a radical step in the interests of the consumer. Now known as Discount Broking, this practice has become commonplace but, at the time, caused uproar in the financial world.

Baronworth receives frequent mentions in the national media including appearances on radio and TV.

One of the directors, Colin Jackson, was named as IFA of the Year, for 2001/2002, in a poll of trade and national press journalists.

Back To Top