Scottish Widows ISA

Savings Account

A stocks and shares ISA provided by Scottish Widows Unit Trust Managers Limited
Choose from a range of investment funds to make the most of your potentially tax-efficient ISA.

-Invest a lump sum of at least £1,000 or set up a regular payment of at least £150 per month
-You can invest up to £11,280 in a stocks and shares ISA, less any amounts you may have paid into a cash ISA in the same tax year
-Make additional payments from £10 per month or £250 for a lump sum
-There is currently no initial charge if you transfer your ISA from another provider to a Scottish Widows ISA
-An initial charge of at least 2% of each of your payments, is taken before shares are bought. There is an annual management charge (AMC) of 1.5% for this product. The AMC is included in the Total Expenses Ratio (TER), which covers yearly costs of the fund and may vary throughout the investment period.

savings

To apply for a stocks and shares ISA or discuss whether it might be suitable for you, book a no-obligation appointment with a financial adviser.

You can book an appointment online or call 0845 604 1401.*

*Lines are open Monday to Friday 8am - 8pm &