My Investments

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My Investments Important Documents

My Investments User Guide

The My Investments platform is for existing customers. If you are looking to open an investment with us, please visit our Investments page.

My Investments is an online service where you can:

•  View the value of your funds for these investment products:
  o  Select Pension Plan
  o  Select Junior ISA
  o  Select ISA
  o  Select Investment Plan
• See your transaction history
• View important documents

Using this service means you can see how your funds are performing and their value online. No need to wait for a paper statement. 

You can manage any of the plans that you have registered on the My Investments service through our self-service web forms. Here you can change your personal details, such as your name and address, request a plan summary and reply to Gone Away correspondence from us. 

Why invest?

There are many reasons why people invest. It might be for a specific purpose, like planning for your retirement or to pay for something in the future. Whatever the reason, we can help. 

Why choose us?

We have been helping customers since 1910. We’ve successfully built our business on practical, expert advice, backed with a local, personal service from over 250 local offices. We’ve got the experience of NFU Mutual Financial Advisers across the UK to help you get the most from your money, with funds to suit a range of risk appetites.

As well as our own range of funds we use our expertise to carefully select funds from other providers, giving our customers a choice of investment options.

Our investment team currently manage funds in excess of £22 billion.