WorkSave ISA.

Adding a new dimension to saving in the workplace

With growing demand from employers for flexible and integrated savings solutions, we couldn’t be better placed to help you and your clients with our WorkSave ISA.  Complementing our WorkSave Pension Plan, the WorkSave ISA offers a holistic approach to workplace savings giving you and your clients the option to build on their current range of employee benefits.

Why choose us?

• We’re among the largest and most financially secure financial services providers in the UK and a name your clients will know and trust.
• We recognise that every client is different which is why our service is completely flexible.  All scheme terms for the WorkSave ISA are individually underwritten.

What you can expect

A stocks and shares ISA offering a tax-efficient way for employees to save regularly, expanding the employee benefits offering.

• Great service from specialist teams every step of the way, with a dedicated helpline for employees.
• Straightforward joining methods.
•  A wide choice of investment options, including a selected range of our unit trusts and UK ISA qualifying shares and/or UK authorised collectives.