Investment ISAs with Scottish Friendly

Investment ISAs with Scottish Friendly

Invest up to £15,240 in 2016/2017

An Investment ISA can be opened even if you have a Cash ISA or an Innovative Finance ISA. Apply online on our secure website from only £10 per month.

Our tax-free Investment ISAs

You don’t have to be an investment expert to get started with an Investment ISA (also known as a Stocks & Shares ISA). You could make your money work harder with a Scottish Friendly Investment ISA by giving your money access to a wide range of investments than a secure cash account alone, starting from only £10 per month.

  • If you want more control, with a choice of 9 risk graded funds, this could be for you.
  • Invest from £10 a month or a lump sum from £100 or transfer in from another provider.
  • Option to transfer in to My Choice (ISA) from an existing ISA.
  • Invest up to £15,240 tax-free
Find out more>
  • If you want the straightforward option of investing in one fund, then this could be for you.
  • Invest from £10 a month or a lump sum from £100.
  • Peace of mind with a guaranteed minimum cash sum on your 10th anniversary - terms apply.
  • Invest up to £15,240 tax-free
Find out more>

Remember

  • Tax rules can change and depend on individual circumstances.
  • Tax-free means the policy grows free of income and capital gains tax (other than tax on dividends from UK shares).
  • The value of your investments can fall as well as rise and you could get back less than you have paid in (except for a continuous 10 year investment in the with-profits fund).

Your welcome gift

When you start investing, as a thank you for choosing Scottish Friendly, we’ll send you a £25 My Rewards card which can be redeemed at a choice of over 70 UK retailers such as M&S, Amazon, Next, John Lewis and many more!


To help you see what product might be best for you, check out our comparison table.

Still undecided? View the rest of our products and see if there is one that matches your needs.


What is an ISA?

An Individual Savings Account (ISA) is a popular, tax-free way of putting money aside for the future. There are three types of ISA - Investment ISA, Cash ISA and Innovative Finance ISA.

  What is an ISA?

ISA allowance 2016/2017

New ISA allowance 2016/2017

You can put up to £15,240 in ISAs in the current 2016/2017 tax year. You can choose to invest it all in a Stock and Shares ISA or all in a Cash ISA or Innovative Finance ISA or a combination of all of these.

 ISA limits 2016/2017

ISA transfer information

New ISA transfer information

Because they're designed to put you in control, it's possible to switch between ISAs if you really want to.

Find out about ISA transfers

ISA comparison

New ISA comparison table

Ready to start investing but still not sure which Scottish Friendly ISA is right for you? Our at-a-glance guide could help you compare our range of ISAs.

Compare ISAs

Junior ISA

Junior ISA

A Junior ISA is a special Individual Savings Account for children under the age of 18 that don't have a Child Trust Fund. There are two types, Cash and Stocks and Shares.

More about Junior ISAs

No advice has been provided by Scottish Friendly. If you are in any doubt as to whether a plan is suitable for you, you should contact a financial adviser for advice. If you do not have a financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk. Advisers may charge for providing such advice and should confirm any cost beforehand.