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 small 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
If you’re happy that you don’t need our advice, it’s easy to top up your ISA Investor (opened before the 24th June, 2010) online. Alternatively, 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 at any time over the telephone or online

You can also manage your account online:

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