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ISA CASHBACK OFFER

Open to new and existing customers, we have a great ISA offer your clients can take advantage of.

Running between 12 December 2018 and 15 January 2020, if your client transfers or re-registers an ISA (or several ISAs) worth £100,000 or more from another provider we will pay them a cashback amount of up to £1,000.

TIERS FOR THE CASHBACK OFFER

Total value of transfers

Cashback amount

Less than £100,000 

£0

From £100,000 to £199,999

£250

From £200,000 to £299,999

£500

£300,000 and over

£1,000

 

With access to over 1,700 funds, a simple Service Charge, client linking functionality and the ability to submit applications in minutes, our ISA is competitive and easy to administer. This latest offer provides another reason to recommend our ISA to your clients.

 

Support material

Download our ISA cashback offer - adviser sales aid

Download our ISA cashback offer - client sales aid

Download a template letter/email to approach your clients about the offer

 

Full eligibility criteria and additional information

  • The offer is available for new ISA transfers/re-registrations applied for from 12 December 2018.
  • Transferring ISA money/units must be received and applied to the ISA account by 15 January 2020.
  • The offer will be based on the cumulative value of all ISA transfers/re-registrations applied for and completed during the offer period.
  • The offer is open to both new and existing Old Mutual Wealth ISA account holders.
  • The cashback payment will be paid by cheque after 15 January 2020. The cheque will be posted to the correspondence address we hold for the client.
  • ISA lump sum payments are excluded from the offer.
  • ISA illustrations will not take the cashback offer into account.
  • Clients are required to keep their ISA for a year following the transfer. If the client transfers or closes their ISA before this time, we will deduct the cashback payment from the account before we pay/transfer the proceeds.

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