ISA Investor - Stakeholder Option

Our ISA Investor – Stakeholder Option invests into our Cautious Managed Fund, which invests in stocks, shares and other investments.  Our Stakeholder investment products meet Government requirements in relation to our payments, charges and where your money is invested.

This product is no longer available to new investment. You may wish to take a look at our Scottish Widows ISAs.

As with any stock market-based investment, while you enjoy the potential for good returns, you may get back less than you originally invested and tax rules may change in the future.

We have not provided any advice on the suitability of this product for your needs, but if you would like advice, book an appointment with a Financial Adviser online or call 0845 604 1401.

Key Features of the ISA Investor - Cautious Managed Fund and Plan Conditions   (PDF New Window)

ISA Investor Illustration  (PDF New Window)

For details of PDF Software please read our Accessibility page

This product is no longer available to new investment.  You may wish to take a look at our Scottish Widows ISAs.

If you already have this product, you can still top up by phone up to a maximum of £10,680 less any amounts invested in a cash ISA in the same tax year. Call us on 0845 604 1401.