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Workplace ISA

If you offer a Legal & General Workplace Isa to your members then this campaign can help to let your employees know. It contains useful information about what a Workplace ISA is, how it works and how you can sign up.

Figma presentations

  1. The ‘Payroll ISA’ version is for clients who offer a Legal & General WISA product and have it set up so payments are taken straight from their members’ take home pay (via payroll). The presentation deck is available here: Workplace ISA Member Presentation - 1. Payroll ISA Member Presentation
  2. The ‘Voluntary ISA’ version is aimed at customers who want to set-up their own Stocks & Shares ISA with Legal & General. This arrangement is set up so customers have their payments voluntarily taken via a direct debt or debit card. The presentation deck is available here: Workplace ISA Member Presentation - 2. Voluntary ISA Member Presentation

Videos

ISA Webinar

Educational podcast that covers L&G’s workplace ISA, why might people need an ISA, limits and taxation.

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Video transcript (PDF 138 kb)

Customer Testimonial

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Video transcript (PDF 70 kb)

L&G Financial resilience - Nov 4th Shorter

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L&G Financial resilience - Nov 4th (Longer)

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