ISA investing made simple
Introducing our Workplace ISA
We’ve listened to employees and designed a new stocks and shares ISA that aims to meet their needs.
We’ve taken the complexity out of investing to make it simple for your employees to choose the investment that suits them and take greater control of their financial future
Investing for the future
Transcript: Investing for the future
The value of your investment may fall as well as rise and is not guaranteed. You may get back less than you invest. Whilst an ISA is usually considered as a medium to long-term investment for at least five years, there is no fixed term for your investment.
Expand your offering and become an employer of choice by helping employees take greater control of their financial future
Enable employees to make the most of their annual tax allowances, and support high earners
Savings made simple
Provide a convenient way for employees to regularly save for their financial goals such as a new home or the trip of a lifetime
Easy and cost-effective
Experience a straightforward set-up process, at no cost to the employer
Totally transparent and dedicated to value
Costs can really eat into your long-term investment returns so we’ve used our expertise and scale to create one of the most cost-effective savings platforms available.
- Service charge of just 0.25%
- Access to exclusive simple solution funds with fees of 0.20%*
- No exit fees, transfer fees or dealing costs
*Quoted fees exclude any fund management transaction costs that may apply to the funds invested in.
1 Source: Platforum UK Consumer Rights, January 2021: ‘26% benefitted financially during the pandemic (have money to invest)’.
2 Source: MetLife Re:Me Research 2021.
3Source: Legal & General Investment Management research to understand the level of interest and barriers to taking out a workplace ISA. Interviews conducted in May 2021 with 2,000 employees currently paying into a workplace pension, and able to save at least £20 per month.
The eligibility to invest in an ISA depends on individual circumstances and tax rules may change in future.