Compare & Find The Best Investment-Linked Policies in Singapore

We partner with unbiased financial advisors to help you compare and find the best investment-linked plans (ILPs).

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What is an Investment-Linked Plan?

Imagine a future where you’re not just saving money but actively growing it, where your financial security is intertwined with the opportunity to make your dreams a reality. This is where an investment-linked plan (ILP) comes into play, a unique blend of insurance and investment that safeguards your loved ones while offering the potential for wealth accumulation. By channeling premiums into both protection and investment funds of your choice, ILPs empower you to tailor your financial journey by investing your money while protecting it at the same time.

Protection and Investment

ILPs combines the safety net of life insurance with the growth potential of investing in the market. This dual benefit means you're not just securing peace of mind for your family's future but also engaging in wealth accumulation that aligns with your risk appetite and financial goals.

Fund Selection

ILPs stand out for their fund flexibility, allowing you to choose where your money is invested. Whether you're inclined towards conservative bond funds, wish to explore the dynamism of equity markets, or prefer a balanced mix, ILPs give you the control to adjust your investment portfolio based on your changing life stages, risk tolerance, and financial objectives.

Top-Up or Withdraw Funds

ILPs are designed with life's fluidity in mind, offering the flexibility to manage your investments according to your financial situation. You have the option to inject additional funds into your investment component during prosperous times. Should you face unexpected financial needs, ILPs allow for partial withdrawals, providing a safety net that ensures your financial plan adapts to your life's ebb and flow.

Pros of Investment-Linked Plans

01

Tailored Growth

One of the most compelling advantages of investment-linked plans is their ability to align with your personal financial goals and risk tolerance. By allowing you to choose from a range of investment funds, ILPs enable you to sculpt a portfolio that mirrors your vision for the future, whether you're aiming for aggressive growth or seeking stability.

02

Transparency and Control

These plans offer a transparent structure where you can monitor your investments' performance and make informed decisions about fund allocations. This level of control and visibility empowers you to actively manage your financial growth and adjust strategies in alignment with market changes or personal circumstances.

03

Potential for Higher Returns

Compared to traditional policies that offer a fixed return, ILPs hold the potential for higher returns. While higher returns come with higher risks, ILPs provide the opportunity to benefit from market upswings, making them an attractive option for those looking to grow their wealth over the long term.

Cons of Investment-Linked Plans

01

Market Risks

The investment component of ILPs exposes them to market volatility, meaning the performance of your plan is directly tied to the fluctuations of the financial markets. This can lead to variable returns, where the possibility of achieving higher gains is counterbalanced by the risk of potential losses, especially in turbulent economic times.

02

Cost Considerations

ILPs often come with various charges, including management fees, insurance charges, and administrative costs, which can eat into your investment returns. These expenses, particularly in the early years of the policy, can significantly impact the cash value of your plan, making it crucial to understand the fee structure before committing.

03

Need for Active Management

The flexibility and potential benefits of ILPs come with a need for active management and a good understanding of investment principles. The responsibility to monitor and adjust your portfolio according to market conditions and personal circumstances demands a level of financial literacy and commitment, which a financial advisor is needed.

Who should get investment-linked plans?

The Financial Strategist

Individuals who relish in crafting and managing their financial blueprint with precision will find ILPs particularly appealing. These are the planners and visionaries who enjoy tailoring their investments to meet specific financial goals. They’re comfortable navigating market fluctuations and are adept at adjusting their strategies to optimise returns. For the Financial Strategist, the dynamic blend of protection and investment growth opportunities that ILPs offer aligns perfectly with their proactive approach to financial planning.

The Trusting Delegate

Individuals who may feel out of their depth with the intricacies of investing and prefer to leave the decision-making to the experts fit the Trusting Delegate profile perfectly. They trust in the expertise of professionals to navigate the market’s ups and downs, making strategic adjustments on their behalf. For the Trusting Delegate, ILPs offer a comforting blend of insurance coverage and investment potential, managed by someone who understands how to align their financial goals with market opportunities.

The Future Planner

This personality type is all about looking ahead, meticulously preparing for the long term with a keen eye on achieving financial security and prosperity. Future Planners are drawn to Investment-Linked Plans for their blend of protection and investment, viewing them as a cornerstone for a well-rounded financial strategy that spans decades. They’re not necessarily investment gurus but are highly motivated to ensure their and their family’s future is secure, leveraging ILPs to build wealth over time.

Best ILPs in Singapore

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AIA Pro Achiever 3

The AIA Pro Achiever 3.0 is a notable investment-linked policy that effectively merges insurance with investment, aiming to optimise wealth growth. Key strengths include a 100% investment of premiums from the start, up to a 75% welcome bonus in the initial three years to bolster capital, and additional bonuses from the 10th policy year onwards. It also offers flexible investment periods and access to AIA Elite Funds and Guided Portfolios, alongside a unique feature allowing premium payment breaks. However, it's noted for its higher supplementary charges compared to alternatives, and the funds' returns don't include fund-level fees, potentially affecting net gains​​.
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Tokio Marine GoClassic

The Tokio Marine TM GoClassic is a flexible investment-linked plan with a minimum premium payment term of 5 years, highlighting its adaptability for investors seeking short or long-term options. The plan stands out for its extensive range of investment options, including the ability to make recurring top-ups and withdrawals, which provides significant liquidity and investment continuity beyond the minimum investment period. However, the minimum monthly investment of $630/month is seen as a high barrier for many Singaporeans.
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Manulife InvestReady III

The Manulife InvestReady III is praised for its low fees and flexible investment terms, making it an attractive medium to long-term investment option. Unique features include dividend funds that allow for withdrawals or reinvestment without charges, offering a potential 499.25% ROI after 30 years, albeit slightly lower than its predecessor. It's highlighted for those aiming for the highest bonuses, especially with the 20-Year Flexi 10 plan, providing significant competitive advantages over other ILPs in flexibility, fees, and fund offerings.
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Singlife Savvy Invest

The Singlife with Aviva Savvy Invest is another competitive investment-linked plan, notable for one of the lowest fees in the market. It stands out for offering significant flexibility through single premium top-ups, partial withdrawals, and fund changes to cater to varying investment needs. Comparatively, it showcases affordability against Manulife InvestReady Wealth II, especially after the first 10 years, potentially resulting in higher returns for investors over 30 years. The plan's attractiveness is further enhanced by access to accredited investor funds, promising higher returns, though dependent on effective portfolio management​​.
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Prudential PRUSelect Vantage

The Prudential PRUSelect Vantage is an investment-linked plan that distinguishes itself with a low surrender charge, applying only to the first 2 years of premiums. This charge is significantly lower than many ILPs which may charge on the entire account value. The plan offers flexibility in premium payments without minimum restrictions post-initial contribution and allows for premium payment breaks, enhancing its appeal. However, it's noted for lower bonuses compared to some peers and higher fees during the initial contribution period, suggesting it may be best for those not deeply versed in financial management but who have a trusted Prudential agent.
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Great Eastern GREAT Wealth Advantage 3

The GREAT Wealth Advantage 3 is highlighted for its accessibility and flexibility, with a low minimum monthly investment of $100, making it appealing for beginners. It offers up to 55% welcome bonus in the first year and yearly loyalty bonuses, encouraging consistent investment. However, the plan has high fees, especially for Choice 10 or Choice 15 if investing less than $500/month, leading to an ROI of 287.18%, lower than its predecessor and other ILPs in Singapore. Despite this, it allows for policy ownership transfer and offers a wide selection of GreatLink funds.
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HSBC Life Wealth Invest

The HSBC Life Wealth Invest is a single premium investment-linked policy that allows for investment via CPF, SRS, and cash. It's tailored for individuals looking to participate in long-term financial returns through a diversified portfolio of investment-linked sub-funds. Offering flexibility in liquidity and withdrawals, it suits those comfortable with market volatility and seeking higher returns. However, it may not be ideal for those preferring stable, low-risk investments.

How to apply for a comparison session?

Step 1

Submit a request for a comparison session with Life Insurance Singapore. Based on your request, we will match you with one of our MAS-licensed partners.

Step 2

Our partners will obtain quotations from the respective insurers and help you compare based on price, features, and suitability.​

Step 3

Once you've found the perfect investment-linked plan, feel free to purchase it from a friend, directly from the insurer, or from our partners!

What is the difference between a unit trust and an ILP?

The difference between a unit trust and an ILP lies in their structure and purpose. A unit trust is a pure investment product, pooling money from multiple investors to invest in a variety of assets. In contrast, an ILP combines investment and insurance coverage, offering both market participation through selected investment funds and life protection. While unit trusts focus solely on generating returns for investors, ILPs provide a dual benefit of investment growth potential along with a safety net in the form of life insurance.

Is an endowment an ILP?

No, an endowment is not an ILP. While both endowment plans and ILPs are types of life insurance policies, they serve different purposes and have distinct characteristics. Endowment plans are primarily savings instruments with a guaranteed payout at maturity, often used for long-term financial goals like education or retirement. On the other hand, ILPs combine insurance coverage with investment opportunities, allowing policyholders to invest in a range of funds while also providing life protection. The investment component of an ILP introduces market risks and potential for higher returns compared to the guaranteed payouts of endowment plans.

Are ILPs worth it?

Whether ILPs are worth it depends on individual financial goals, risk tolerance, and investment preferences. ILPs offer the dual benefit of insurance coverage and investment growth potential, making them appealing for those seeking both protection and wealth accumulation. However, they come with risks, including market volatility and fees, which may not be suitable for everyone. It’s essential to carefully consider factors such as investment time horizon, financial objectives, and personal circumstances before deciding if an ILP aligns with your overall financial strategy. Consulting with a financial advisor can help determine if an ILP is the right choice for you.

What to look out for when purchasing ILPs?

When purchasing ILPs, it’s crucial to scrutinise several key aspects to ensure alignment with your financial objectives and risk tolerance. Start by evaluating the costs and fees associated with the ILP, including insurance charges and fund-related expenses, as high fees can erode investment returns. Additionally, assess the range of investment options offered within the ILP, considering factors such as performance track record and asset allocation suitability. Flexibility in premium payments, fund switches, and withdrawal options is also paramount for adapting to changing financial needs. Understanding the insurance coverage provided by the ILP, along with surrender charges and policy terms, is essential to making informed decisions. Lastly, seek professional advice from a qualified financial advisor to navigate the complexities of ILPs and ensure they align with your overall financial strategy and objectives.

Find The Perfect Investment-Linked Plan Today!