• Request an appointment with a Financial Consultant*

  • Alternatively, call us today** if you would like a personal response from one of our friendly and qualified staffContact NFU Mutual

Stocks & Shares ISA

An ISA is a tax efficient way to invest for your future.

We offer 2 types of Stocks and Share ISA.

The Shrewd Savings Plan ISA

The Shrewd Savings Plan ISA is a With- Profits based investment, only available through an NFU Mutual Financial Consultant. Find out more about Shrewd Savings Plan ISA.

The NFU Mutual Stocks and Shares ISA 

The NFU Mutual Stocks and Shares ISA invests in the NFU Mutual OEIC. It offers a choice of unit linked funds for your investment.

With ISAs you can

  • Invest up to £11,280 in a tax year
  • Pay in lump sums:
    Minimum of £1,000 for an ISAs bought through an NFU Mutual Financial Consultant
  • Pay in regular monthly amounts (minimum £25 per month)
  • Have a choice of funds to invest in. (Find out more about the funds available in the Stocks and Shares ISA frequently asked questions)

Important things to remember

  • This is a medium to long term investment so be prepared to invest your money for at least five years
  • The value of your investment and the income you get from it can fall as well as rise, so you may not get back the amount you invested
  • The value of tax benefits depends on individual circumstances and may change in the future
  • You won’t pay any personal tax on any growth in value of your investment
  • There’s an annual management charge of 1.25%
  • There is an initial charge of 3%, but currently for lumps sums of £5,000 or more this is reduced to 1.5% until 30th April 2012
    (see special offers below for more details)

Special offers on our ISAs

For both regular and lump sum investments we currently have special offers. Make the most of what’s yours with tax efficient investments to help you make the most of your money.

Find out more

 

How to invest with NFU Mutual

There are 2 ways in which to invest in a stocks and shares ISA

Deal directly with an NFU Mutual Financial Consultant by requesting an appointment.*

Request an appointment

Call 0800 622 323 to speak to an NFU Mutual Customer Telephone Advisor.**

(Lines are open 8.30am - 6pm weekdays)

For more information visit the frequently asked questions page.

* NFU Mutual Financial Consultants advise on NFU Mutual products and services and in special circumstances those of other providers.

** For security and training purposes call may be recorded and monitored.

Before you invest...

The online application process will take between five and ten minutes to complete.

Please have the following information to hand:

  • National Insurance number
  • Maestro or Visa Debit card (if you wish to make a lump sum investment)
  • Sort code and account number (to make any payments into your ISA account)

Please ensure you read the following important information before you invest:

Stocks and Shares ISA frequently asked questions

Fund factsheets

Key investor information documents

Risk ratings

Our services (PDF approx. 216Kb)

Important things to remember

  • Stocks & Shares ISAs should be viewed as medium to long-term investments designed to be held for five to ten years or more
  • The value of tax benefits depends on individual circumstances and can change in the future
  • Stocks & Shares ISAs are linked to the value of the stockmarket and their value, together with any income from them, can go down as well as up
  • You could get back less than you invest

Please note

We have not assessed whether this product is suitable for you so you may not have the same protection you would have received if an NFU Mutual Financial Consultant had provided you advice based on your individual circumstances.

If you are unsure whether this product is suitable for you, please contact an NFU Mutual Financial Consultant who can talk you through your options.

NFU Mutual Financial Consultants advise on NFU Mutual products and services and in special circumstances those of other providers.

Note Note

* NFU Mutual Financial Consultants advise on
   NFU Mutual products and services and in
   special circumstances those of other
   providers.

** For security and training purposes calls may
    be recorded and monitored.

More information

Contact us about  this ISA  product or to discuss your ISA options

Find out more

Frequently asked questions

Find out more about the Stocks & Shares ISA with our frequently asked questions.

Find out more

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About NFU Mutual

NFU Mutual

Understand more about the company and our continued commitment to all of our customers.
 

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