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Our stocks and shares ISA offers the right balance of risk and reward. By delivering a smoother investment journey, your client will find protection from shorter term market volatility.
Ideally suited to risk sensitive investors, there are many great reasons to invest with our ISA:
Our ISA is designed for the needs of every day clients. We believe it best suits the following types of client who:
Potential investment boost with our mutual bonus after the first year. When we do well, we are able to reward and recognise eligible members for their support in the development and growth of our business through a mutual bonus*. At the moment, we do this by increasing the value of eligible with-profits policies by a percentage. We’ve awarded £265 million to eligible members’ policies since we introduced the mutual bonus in 2011.
More on member benefits
*The decision to give a mutual bonus is at the sole discretion of our board of directors. We can’t guarantee that we’ll be able to announce a mutual bonus every year, as it will depend on our future trading profits, financial strength and our decisions on how we wish to reward our members. We can take mutual bonus away in exceptional circumstances, for example if it were required to protect our financial strength. More on mutual bonus.
Protect your clients’ funds with an onshore investment bond that offers a unique mechanism designed to smooth the impact of market volatility.