Historic or branch investments

Please remember that the value of investments and the income from them, can fall as well as rise and you may get back less than you invest. If you’re not sure about investing, seek independent advice. Tax treatment depends on personal circumstances and may be subject to change.

Junior Stocks & Shares ISA

We aren’t currently accepting new applications for our Junior Stocks & Shares ISA. If you hold a Junior Stocks and Shares ISA on behalf of your child all the important documents are available below. 

Key Investor Information Document (PDF)
Terms and conditions (PDF)
Order Execution Policy (PDF)
Conflicts of Interest Policy (PDF)
Data Privacy Notice
Funding and investing guide (PDF)

To make any changes, or to see how it’s performing, you can sign in to the Bank of Scotland Share Dealing online service at any time.

Log in to online share dealing

If you would like to transfer money in to your child’s Junior ISA from another Junior ISA, simply complete and return the transfer form below. Please note, some providers can charges exit fees so it’s worth checking with them first.

Junior Cash ISA Transfer Form (PDF)

Branch investments

If you would like to know about an investment you made in our branch before April 2014 you can find that information and how to manage your account by calling 0345 835 7375. Call costs may vary depending on your service provider. This will put you through to the HBOS Investment Fund Managers and Scottish Widows Unit Trust Managers customer administration team, who can help. Both companies are part of the same group. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm and Sat 9am-12:30pm.

You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website.

Fund price information and Fund Factsheets are also available on the Scottish Widows website.

Child Trust Fund

Children born between 1st September 2002 and 2nd January 2011 were issued with a Child Trust Fund (CTF) voucher from the Government. Vouchers are no longer issued, but if you already have a Child Trust Fund you can still contribute to it.

Change of Provider

From 10th April 2020, unless other arrangements have been made our Child Trust Fund will move to a new provider, Forester Life Limited. We will stop managing your plan once it moves to the new provider.

If you have a Child Trust Fund we’ll write to you during February 2020 with more details as well as your options. Since 28th February 2020, we no longer accept transfer in requests. If you want to make any additional payments or transfer out please contact us by 3rd April 2020.

You can also find more information about the change of CTF provider at www.scottishwidows.co.uk/ctf

Important documents:

Key Investor Information Document (PDF)
Supplementary Investor Information Document (PDF)

Additional Payments Form (PDF)
If you want to make a lump sum payment (or top up), and to set up or amend a Direct Debit into your Child Trust Fund.