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Shrewd Savings Plan ISA

Plant your money in the right place for the long term

Our Shrewd Savings Plan ISA is a stocks and shares ISA that invests in our With-Profits Fund.

This means that your money is invested in a tax-efficient environment within our With Profits-Fund, which aims to achieve long-term growth and ideally should be invested for a minimum of 5 years. Plus, any money you take out of your plan is paid without any further personal liability to taxation.

  • Money invested in tax-efficient environment
  • Offers the potential for longer term growth
  • Any gains made from the investment are free of income and capital gains tax

Full details can be found in the Shrewd Savings Plan ISA Key Features [PDF: 192KB] document. Please make sure you read and understand it before you decide to proceed with any purchase.

NFU Mutual Financial Advisers can guide you through the things you need to consider when investing your money.

The value of tax benefits depends on individual circumstances and may change in the future.

You should be aware that the value of your investment may go down and you may get back less than you invested.

NFU Mutual Financial Advisers advise on NFU Mutual products and selected products from specialist providers. When you contact us we'll explain the advice services we offer and the charges.