Workplace ISA
ISA investing made simple
Let's simplify saving
We’re supporting your employees and creating brighter financial futures.
By taking the complexity out of investing, your employees can easily choose the best investment that suits them.
A workplace ISA is a benefit that empowers employees to begin their savings journey with confidence.
We now offer two ways for your employees to invest in their future
Workplace ISA through payroll
Your employees can invest directly through payroll and are also able to make lump sum payments.
There are 3 exclusive multi-asset core funds to choose from in our Simple Fund Choice and a further 26 Funds in our Self-Select Fund Range.
Workplace Stocks and Shares ISA
Our Stocks and Shares ISA is a simple way for you to offer your employees a workplace savings benefit, without having to manage payroll.
There are 5 multi-index funds to choose from in our Simple Fund Choice, and 26 additional Funds in our Self-Select Fund Range.
Please remember the value of your employees' investment will go up and down. It isn’t guaranteed, so they may get back less than they put in. Whlle an ISA is usually considered as a medium to long-term investment for at least five years, there is no fixed term for their investment.
Why offer a workplace savings benefit?
Financial wellbeing
Become an employer of choice. By offering a workplace savings benefit you can help your employees take greater control of their financial futures.
Tax-efficient
Allow all of your employees to make the most of their annual tax allowances.
Savings made simple
Provide an easy way for your employees to regularly save for their financial goals. Whether it’s a new home, or the trip of a lifetime.
Easy and cost-effective
Experience a straightforward set-up process, at no ongoing cost to the employer.
Why choose Legal & General?
It takes a lot of work to make investing this simple
Established in 1836, Legal & General is one of the UK’s leading financial services groups and a major global investor, with over £1.2 trillion in total assets under management as at 31 December 2023.
Transparent and affordable
We’re clear about our charges, with an affordable and competitive total cost to your employees.
24/7 secure access
Our simple, accessible online portal is easy to use. Your employees can access their Legal & General Workplace Pension, and any other accounts they may hold with us all in one place.
Ongoing support
Our promotional and educational toolkit makes your employees' savings journey clear and simple.
Our online account gives your employees total control
We ensure that our workplace ISA customers have complete privacy from their employer. This includes the value of their ISA pot, choice of investments, and when and how they access their investments.
When employees leave your company, they can keep their Legal & General ISA investment. If they invest through salary sacrifice, their payroll deductions will simply cease.
With their online account, your employees can:
- Top up and withdraw investments
- Change investment
- Access up-to-date investment valuations
- View and print statements
- Update personal details
- Send secure emails to our customer service teams
Transfer an old ISA
Once your employees have set up a Stocks and Shares ISA with us, they can then transfer any old stocks and shares ISA or cash ISAs into their account.
