Manage your investment

Stay in control of your investments by monitoring performance, topping up or switching funds.

Manage your ISA Investor online

If you’re registered for Online Banking you can manage your ISA Investor online. Enjoy the following benefits by managing your account online:

  1. Top up, switch funds or amend contributions
  2. Make a lump sum payment
  3. Check your plan values
  4. Set up a new direct debit

Not yet registered for Online Banking? Register now to start managing your ISA Investor online.

Making a withdrawal

Read our information if you are considering making a withdrawal to see what impact it may have.

Find out more about making a withdrawl

Top up your Personal Investment Plan

If you would like to top up your existing Personal Investment Plan, you can book an appointment with a financial advisor.

Manage your account over the phone:

If you opened an account before 24th June 2010, call us on 08709 01 01 37 (Monday-Friday 8am-6pm, Saturday 9am-1pm).

Manage your Stakeholder Pension

You can manage your Stakeholder Pension over the phone. You can:

  1. Switch funds
  2. Amend payments
  3. Check plan values

Call us on 08709 01 01 37 (Monday-Friday 8am-8pm, Saturday 9am-1pm).

Scottish Widows ISA and OEIC

To manage your Scottish Widows ISA or OEIC, book an appointment with a financial adviser. Your financial adviser will discuss the performance and management of your investment.

ISA Transfers

You can transfer your existing stocks and shares ISA to Halifax. 

Tranfer your ISA to Halifax

Halifax is a division of Bank of Scotland Plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ

You can now top up your ISA Investor online.  Find out more.
Let's talk investments

Let's talk investments

See how a financial adviser can help you

Call 0845 850 3701
Lines are open Mon - Fri 8am - 8pm & Sat 9am - 1pm.

Book an appointment
You are here:  Home > Investments > Manage your investments