Top up your ISA

Why top up?

To maximise your ISA allowance you can either set up a regular payment or invest a lump sum. A regular investment can be a way of helping smooth out the ups and downs of the stock market and you may not miss a monthly outgoing as much as a larger lump sum. Alternatively, you can make a lump sum payment as often as you like at your convenience up to your current tax year’s ISA limit.

Scottish Widows ISA

Book an appointment with a financial adviser to top up your Scottish Widows ISA.

ISA Investor

To top up, or if you would like more information about topping up, call 0845 604 1401* and we will be happy to help.

Topping up is straightforward and only takes a few minutes.

You can invest a minimum lump sum of £20 or make monthly payments from £20 up to a maximum of £850 into your ISA Investor (unless you are investing in the UK FTSE 100 Index Tracking Fund which requires a minimum £50 regular payment or £500 lump sum).

You can choose to:

• Increase your regular payment
• Set up a new Direct Debit
• Make a lump sum payment over the telephone

You can also manage your account over the phone:

• Check your contributions
• See your plan’s current value
• Amend your contributions

Call us on 0845 604 1401*