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Withdrawals and account closing

Find out all you need to know about making withdrawals from ISAs, Investment Accounts and our Pension. You’ll also find information here relating to closing an account.

Withdrawals and account closing topics

You can also search for help topics using the tool in the top right-hand corner of this page.

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ISA & Investment Account withdrawals

All you need to know about managing dividends and income distributions and our Regular Withdrawal Plan.

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Pension withdrawals

Information on taking tax-free cash from our pension as well as drawdown, UFPLS and other pension withdrawals.

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Account closing

Here we lay out the scenarios for when an account will be closed, such as when it has zero holdings and has been inactive for 12 months