Top up your ISA Investor

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 small 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. You can top up from as little as £20 (minimum investment for the UK FTSE 100 Index Tracking Fund is £500 lump sum or £50 for a regular payment).

What are my options?

If you’re happy that you don’t need our advice, it’s easy to top up your ISA Investor online. Alternatively, 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 choose to:

• Increase your regular payment
• Set up a new Direct Debit
• Make a lump sum payment at any time over the telephone or online

You can also manage your account online:

• Check your contributions
• See you plan’s current value
• Amend your contributions

• Already registered for online banking - sign in and follow the menu options on your ISA Investor page.
• Not yet registered - register for online services for a quick and simple registration process.
• More Information - Take a look at the ISA Investor pages or view the common enquiries for answers to frequently asked questions.

If you would like advice you can arrange an appointment with a Personal Financial Adviser by calling 0845 850 3701**.