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ISA and Investment Account

Here you’ll find a range of materials available including guides to help with client discussions. We’ve also detailed the Bed and ISA process and gave some pointers for calculating capital gains on Investment Accounts.


Create your own marketing letters

To help you create ISA prospecting letters or emails for clients, we’ve produced some suggested wording that highlights the benefits of investing in an ISA from a client perspective. This wording can be used in conjunction with our client-facing guides.

ISA letter sample

Client guide - ISA

Client guide - Junior ISA

The Pension forum

Paul Squirrell, our pension expert, answers technical questions which routinely come up. You can also submit questions you may have.

Technical matters

A range of technical insights on retirement, tax planning and regulatory updates.

Creating retirement income for your clients

Here we present insights and ideas on ensuring a client’s income lasts a lifetime.

Help and support

Answers to the most commonly asked questions by users of our platform.

Client management

All aspects of your clients’ accounts managed through our secure online product administration system.

Adviser fees

A transparent and flexible approach to charging.

The value of investments and the income from them can go down as well as up so your client may get back less than they invest.