Existing customers

Important information for Investment and Protection customers. We are undertaking a review of financial advice provided through our financial advisers. We’ll be contacting customers who may be affected. Find out more.

Whether you prefer to manage your investments online or by phone, we offer easy access to them.

Investments purchased online after April 2014

If you invested in our managed fund range online after April 2014, you can view and top it up here.

Find out more


Investments purchased in branch before April 2014

If you made an investment in your local branch before April 2014, we have all the information you need here.


Topping up investments purchased before April 2014

To top up any investments purchased before April 2014, find out more here.


Making a withdrawal

If you’re considering making a withdrawal from your investment, make sure that you fully understand the impact it may have on you and your finances.


Contact us

If you have any questions, you can find the right team to help you here.

 Find contact details


Halifax is a division of Bank of Scotland plc. Bank of Scotland plc, Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.

Understand the risks

Please remember the value of your investments and the income from them can fall as well as rise and you may get back less than you originally invested.

If you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

Financial advice

You can take advantage of a range of financial advice and planning solutions if you have at least £100,000 of savings and investments or a sole annual income of at least £100,000.

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