Top up your ISA
Make the most of your ISA allowance
Why top up?
To maximise your ISA allowance you can either set up a regular payment or invest a lump sum. A regular investment can be a way of helping smooth out the ups and downs of the stock market and you may not miss a monthly outgoing as much as a larger lump sum. Alternatively, you can make a lump sum payment as often as you like at your convenience up to your current tax year’s ISA limit.
Scottish Widows ISA
Book an appointment with a financial adviser to top up your Scottish Widows ISA
ISA Investor
To top up your ISA Investor, or if you would like more information about topping up, call 0845 604 1401* and we will be happy to help.
Topping up is straightforward and only takes a few minutes.
You can invest a minimum lump sum of £20 or make monthly payments from £20 up to a maximum of £850 into your ISA Investor (unless you are investing in the UK FTSE 100 Index Tracking Fund which requires a minimum £50 regular payment or £500 lump sum).
You can choose to:
- Increase your regular payment
- Set up a new Direct Debit
- Make a lump sum payment over the telephone.
You can also manage your account over the phone:
- Check your contributions
- See your plan’s current value
- Amend your contributions
Call us on 0845 604 1401*
