1. Before Applying
  2. Your Details
  3. Payment
  4. Check Details
  5. Finish

Annual limits for friendly society tax-exempt savings plans

You can only pay a combined amount of £25 a month or £270 a year into friendly society tax-exempt savings plans. This does not include any payments you make on behalf of a child into a Junior Bond or similar children's tax-exempt savings plan.

Please confirm below whether you are currently paying in to another friendly society tax-exempt savings plan. This includes any other Family Bonds you might hold with OneFamily.

I am currently paying into a Family Bond or other adult tax-exempt savings plan with another friendly society.

If you aren't sure how to answer this question, please get in touch with us on 0800 731 7433.

Qualifying policies

This Family Bond is a type of qualifying policy. You have a limit of £3,600 a year on the amount that can be paid into qualifying policies where you are the beneficiary. Payments into this Family Bond will count towards your limit.

A more detailed explanation of the qualifying policy limit is provided during this application process.

Important downloads

If you are having difficulties reading, printing or saving this document, please call 0800 731 7433 and we'll send a copy to you.

Can we help?

0800 731 7433

9am - 7pm weekdays,
9am - 1pm Saturdays

We might record your call to help improve our security and training. We hope you don’t mind. You also need to know that calls are usually free from UK landlines and mobiles.