This site is for financial advisers only, Click here for the consumer site.

Share

Individual Savings Account (ISA)

The Old Mutual Wealth Stocks and Share ISA is a great way for investors to invest in a tax efficient environment and make the most of their annual ISA allowance.

Our online platform makes managing ISA business easy, with access to over 1,300 funds across two fund ranges, plus a variety of ISA management features:

  • Manage income – through natural income or automatic withdrawals.
  • Automatic rebalancing functionality – to take the stress out of switching
  • Manage your clients’ ISA contributions – our ISA data download tool allows you to see all of your clients’ ISA contributions in one place, helping you target those clients yet to use their allowance in the tax year.
  • An online top up service - if you choose, allow your clients to top up their ISAs online themselves, into their existing holdings.
  • Outsourced investment solutions – the WealthSelect Managed Portfolio Service helps you to keep investment costs low, with portfolios optimised specifically for investing in an ISA.
  • Flexible adviser charging – either a monetary amount or a percentage, deductible on an ongoing, upfront, or ad hoc basis.

By consolidating your client’s ISA alongside their pension, it can help drive down the effective cost of investment by taking advantage of our tiered product and service charge that reduces the more you invest.

Financial Adviser Verification