Bank of Scotland

Our Stakeholder Range

If you know you should be investing but you haven't had the confidence to start, then stakeholder plans may be right for you. They conform to Government guidelines, which means they are:

  • Easy to understand
  • Upfront about charges
  • Clear about where your money is invested and the risks involved
  • Realistic about what you can expect to get back

Our stakeholder range of options are all easy to understand:


ISA Investor - Stakeholder Option
This is an option within an Individual Savings Account (ISA) and invests in our Cautious Managed Fund, which invests in stocks, shares and other investments.

> Find out more about an ISA Investor Stakeholder Option
> Apply now for an ISA Investor Stakeholder Option


Stakeholder Pension Plan
This is an easy to understand investment and you can move your Stakeholder Pension Plan  from one provider to another if you need to in the future - and the taxman currently tops up your contributions. Tax rules may change in the future.

Investing into a Stakeholder Pension Plan will help you save towards your retirement, funds such as the three mentioned below are a selection of our retirement funds.

Pension/Retirement Fund UK Equity Income / High Income [PDF]
Pension/Retirement Fund Special Situations [PDF]
Pension/Retirement Fund UK Growth / Pelican [PDF]

> Find out more about a Stakeholder Pension Plan
> Apply now for a Stakeholder Pension Plan


Child Trust Fund
A tax-efficient way to invest in your child's future. Tax rules may change in the future.

> Find out more about a Child Trust Fund
> Apply now for a Child Trust Fund


ISA Saver Direct
This is a great way to take the first steps towards becoming a regular saver.

> Find out more in our ISAs section

 

Next Steps

Book an appointment with a Halifax financial adviser If you’d like advice or there’s anything you don’t understand or can’t find, it’s easy to book an appointment with a  financial adviser. We give advice on our own products.


 

Online Banking

Sign-in

New User?

> Register

> Find out more

Pension/Retirement Funds Retirement Funds

Check out our Pension/Retirement funds section and choose your own selection of funds to invest in.

Need face to face advice?

Book an appointment to see one of our Personal Financial Advisers

> Find out more

> Book an appointment