- Investments
- Individual Savings Accounts (ISAs)
- Transferring your ISA
- Quick lump sum calculator
- Save paper. Receive "paperless" short reports
ISAs
Transfer your old ISAs into our Solution Funds now and save money
By transferring your previous tax years’ ISAs from other providers into our Solution Funds you can take advantage of our 0% initial charge. Here’s how much you could save:
| ISA Transfer Amount | Standard initial charge (3.5%) | Initial charge saving |
|---|---|---|
| £10,000 | 3.5% | £350 |
| £20,000 | 3.5% | £700 |
| £30,000 | 3.5% | £1,050 |
That means more money invested in your fund from day one. For example, an ISA transfer of £10,000 would usually have an initial charge of £350, leaving £9,650 to be invested. With our 0% initial charge promotion, your entire £10,000 would be invested.
This rate only applies to previous years’ ISA transfers into our Solution Funds. Additional payments (lump sums and regular contributions) don’t qualify for the 0% promotion.
How to transfer your ISA
To qualify for the 0% initial charge, we need to receive your application for your ISA transfer by 30 April 2012. To find out how you can transfer your ISA into our Solution Funds speak to us on 0845 845 0022. Alternatively, let us call you:
Solution Funds
The seven Solution Funds are rated from cautious to adventurous, making it easier for you to match your approach to risk. They cover a wide range of asset classes and investment approaches, and all offer:
- expert fund managers
- diversification – spreading the risk across different asset classes.
Read more about our Solution Funds including details of other fund charges that will apply.
As with any stocks and shares investment, the value and any income from it isn’t guaranteed, and can go down as well as up. You may get back less than your original investment.
