Savings & Investments

Grow your savings

Solutions tailored to every investment horizon, from the security of regulated savings to life insurance performance.

B.A.I.F Savings Account

3,50 %

Net annual rate

PEL

2,25 %

Guaranteed rate

Assurance-vie Fonds

4,10 %

Return 2025

PER B.A.I.F

8,2 %

Avg. 5yr perf.

Our products

A complete savings range

From regulated savings to stock market investing, find the product that matches your objectives.

3,50 %

Net annual rate

B.A.I.F Savings Account

Available immediately
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The B.A.I.F Savings Account is the ultimate liquid savings product. Available at any time, risk-free, with an above-market rate.

Key benefits

  • Free deposits and withdrawals
  • No deposit limit
  • Monthly capitalised interest
  • Online opening in 5 minutes
  • FSCS deposit guarantee up to 85,000

Limit

No limit

Recommended duration

No minimum duration

Taxation

Tax efficient savings

2,25 %

Guaranteed rate

Housing Savings Plan (PEL)

Ideal for property projects
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Build your deposit for your property project while benefiting from a preferential loan rate. The rate is fixed at opening and guaranteed for the entire plan duration.

Key benefits

  • Fixed guaranteed rate at opening
  • Right to preferential mortgage loan
  • Scheduled payments from £45/month
  • Government bonus under conditions
  • Closure possible after 4 years

Limit

£61,200

Recommended duration

4 to 10 years

Taxation

Tax efficient after 12 years

4,10 %

Guaranteed fund 2025

B.A.I.F Prestige Life Insurance

Our best-seller
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The most flexible tax wrapper for retirement planning, wealth transfer or simply long-term savings with reduced taxation.

Key benefits

  • Guaranteed fund at 4.10% (2025)
  • Access to 200+ investment units
  • Tax benefits after 8 years
  • Wealth transfer up to £152,500
  • Unlimited free switches

Limit

No limit

Recommended duration

Recommended 8+ years

Taxation

Allowance £4,600/£9,200 after 8 years

8,2 %

Avg. 5yr perf.

Pension Savings Plan (PER)

Immediate tax benefit
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Deduct your contributions from your taxable income today and build retirement capital invested in the best global asset classes.

Key benefits

  • Tax deduction on contributions
  • Horizon-based managed investing
  • Annuity or lump sum payout
  • Early withdrawal cases available
  • Transfer of old pension contracts

Limit

10% of N-1 income (max £35,194)

Recommended duration

Until retirement

Taxation

Deductible at entry

12,4 %

Avg. 10yr European index perf.

Equity Savings Plan (PEA)

European stock market
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Invest in the stock market in European equities with capital gains tax exemption after 5 years. The best wrapper for long-term equity investors.

Key benefits

  • Capital gains exemption after 5 years
  • Access to all European equities
  • Eligible ETFs and funds
  • Contribution limit of £150,000
  • Associated securities and cash account

Limit

£150,000

Recommended duration

Recommended 5+ years

Taxation

Capital gains exempt after 5 years

Personalised advice

A dedicated advisor to optimise your savings

Every profile is unique. Our wealth advisors analyse your tax situation, objectives and investment horizon to recommend the optimal product combination.

  • Free comprehensive wealth assessment
  • Personalised tax strategy
  • Annual monitoring and rebalancing
  • Access to products not available to the general public
Book an appointment

£4.2Bn

Assets managed

18 500+

Life insurance policies

96 %

Satisfied clients

25 ans

Wealth expertise

Start saving today

Open your first B.A.I.F savings product in under 10 minutes, 100% online.