Add money to your ISA
If you have an ISA with us, it’s easy to add money to your Plan online 24/7 with MyPlans. Find out more about the benefits of MyPlans and other ways you can contribute. Capital at risk.
Your online MyPlans account
You can contribute to your ISA at anytime with your online MyPlans account. It’s easy. All you need is your Plan number, date of birth and email address.
Contributing with your Financial Adviser
We provide a personal financial planning service either face-to-face or by video appointment to help meet your current and future financial needs.
Contributing to your ISA
The minimum you can contribute to your Plan is £20. If you have both a Stocks and Shares ISA and Lifetime ISA, the minimum contribution to each element is £10. The ISA allowance is currently £20,000 this tax year, of which £4,000 can be saved in the Lifetime ISA element.
Monthly contributions can be made by Direct Debit, and single contributions can be made directly from your bank, by cheque or by debit card (online only).
We offer flexibility with making contributions to your ISA, from the type of payment, to how you can make them - online, face-to-face or by video with a Financial Adviser.
Please do not send money straight to our bank account. To process your contribution, we require an ISA contribution application. This can be done online or with a Financial Adviser.
If you would like to make a contribution via another method, please contact Customer Services on 0333 600 0333 lines are open Monday to Friday 8:30am to 5:00pm.
Tax treatment depends on individual circumstances, and may be subject to change in the future. As with all stock market investments the value of your ISA can fall as well as rise and you may get back less than has been paid in.
A Lifetime ISA must be held for at least 12 months before using it towards the purchase of a first home. By saving into a Lifetime ISA instead of a workplace pension, you could lose the benefit of employer contributions and the value could affect any entitlement to means tested benefits. If you make an encashment before age 60, other than to purchase your first home, you will pay a government penalty of 25% on the encashment amount, and you may get back less than you paid in.
Want to gift to a child's Plan
If you have a child, grandchild or family member that has a Junior ISA or Child Trust Fund with us, you can gift to their Plan.
It's easy to make a contribution, online, by phone, with a Financial Adviser or by post. Find out more...