Hassle-free, tax-efficient personal savings

Our Stocks & Shares Flexible ISA is a tax-free savings account that makes saving for your medium to long-term future simple and straight-forward.

The plan is invested in our ISA All-Share Tracker Fund and has exposure to a diversified range of stocks and shares by tracking the performance of over 600 companies, so you don’t have to make any tricky investment decisions.

With an annual management charge of only 1% it ensures that more of your money is invested for your benefit. 

If you would like to talk to us about our Stocks & Shares Flexible ISA, or already have an ISA and would like to transfer it to us, please call us on 0151 724 7130 (9am to 5pm Mon to Thurs and 9am to 4pm Friday). You can also reach us on isa@oddfellows.co.uk.

This Stocks & Shares Flexible ISA is being marketed (sold) on a non-advised basis, and no advice given or sought (self sold). Whilst we can provide you with factual information, we cannot advise you on what to do.

  • Understand the risks
  • Aims
  • Your commitment
  • The value of your investment is likely to fluctuate and the proceeds will depend on the investment performance of the Fund, which cannot be predicted.
  • The value of the money invested can go down as well as up. Growth cannot be guaranteed, and you may receive back less than the value of the contributions paid in and the amount illustrated at the outset.
  • You should bear in mind that over the mid to long-term (5-10 years and over), inflation is likely to erode the purchasing power of your investment.
  • If your circumstances change preventing you from making further contributions into the ISA, we may close it if, at any time, it has no value.
  • The tax rules for ISAs could change at any time.
  • Provide an easily accessible tax efficient method of investing your money.
  • Provide the flexibility of making withdrawals without losing any tax-free allowance.
  • Maximise long-term capital growth by investing in stocks and shares.
  • To open a Stocks & Shares Flexible ISA you must make an initial investment of £250, with the maximum investment in the 2017/2018 tax year being £20,000: or
  • To make regular contributions of at least £25 per month by Direct Debit. You may stop these payments at any time.

If you've read through all the above and our Stocks & Shares Flexible ISA sounds exactly what you're looking for, let's get your application started.

Essential reads

To make sure our Stocks & Shares Flexible ISA is right for you, please ensure you read through the following information.

View the Stocks & Shares Flexible ISA Key Facts Document.

View the Services & Costs Document.

 View the Stocks & Shares Flexible ISA's Terms & Conditions.

 Have a question? Take a look at our Frequently Asked Questions page.

 View the latest Unit Prices.

 

Would you like some help?

Our Customer Centre is your place to go for useful and practical information relating to your account or policy, along with financial reports, details on how we treat customers fairly, and links to some external third parties that you may also find helpful.

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Financial advice. Should you be under any doubt as to whether this product is suitable for you we recommend that you seek the advice of an Independent Financial Advisor (IFA). If you do not have a financial advisor you can find details of a local financial advisor by telephoning IFA Promotion on 020 7833 3131 or via www.unbiased.co.uk. Using the services of a financial advisor may incur charges, please confirm this with the individual financial advisor.

The Money Advice Service was set up by the government and is funded by a levy on the financial services industry. The service is free and independent, and is there to help everyone manage their money better by giving clear, unbiased money advice to help people make informed choices.

Terms and conditions apply to our Stocks & Shares Flexible ISA. For more information visit the product's T&Cs page or read the Stocks & Shares Flexible ISA Key Facts Brochure.