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Our aim is to help you make the most of your money

Our free expert guides and interactive calculators will help you make your own informed decisions.

Investment and retirement guides


Tools and calculators - helping you plan for your future


ISA calculator

What could your ISA be worth in the future? Includes Junior ISAs.

Calculate now

Inflation calculator

How inflation affects the real value of your savings and their growth rate.

Calculate inflation

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Help using your account


  • Before you withdraw money by electronic transfer you need to set up a Nominated Bank Account. This can be done online via our secure website, or in writing. For security purposes you will need to validate an addition or change of your Nominated Bank Account. When you add or change a Nominated Bank Account we will post a validation code to the account holder at their registered address. You then simply log in to your online account and enter the code to confirm the changes.

    Online withdrawals (from the ISA and Fund & Share Account): To withdraw money to your Nominated Bank Account simply log in, select the account you would like to withdraw from, go to the "Cash" section and choose "Withdraw money" from the quick links box. Payment will be made by Faster Payment and there is no charge for this service. The maximum you can request to withdraw online each day is £99,999 per product.

    Telephone: Having set up a Nominated Bank Account, you can call our Client Accounts Team on 0117 980 9801 with your Master Password to withdraw money from your account.

    Post: Please complete and return a Cash Withdrawal Form.

    Please remember that once money is withdrawn from a Vantage ISA it cannot be reinstated and you will permanently lose this portion of your ISA allowance.


  • Charges will be calculated based on the value of your chargeable holdings on the last day of the month and collected in the following month. Find out more about our charges.


  • If you are an existing client

    The quickest and easiest way to add money to your account is online with a debit card. In order to add money:

    • Log in, and your account (e.g. Stocks & Shares ISA) will be listed on the first page you come to.
    • Click the 'Top up' button next to the account you wish to add money to. This button is in the 'Actions' column.
    • Enter your card details and click 'Make payment'.

    Please note: If you are adding money to an ISA for the first time in this tax year, the payment will be referred to as an ‘opening subscription’. This money will, however, be added to your existing ISA.

    Alternatively, you can add money over the telephone with a debit card, or use an application form and cheque.

    If you are not yet a client

    If you are not yet a client you can open an account and add money with your debit card as part of the application process. You can then top up your account quickly and easily at any time (subject to allowances and eligibility) by using the 'Top up' or 'Add money' buttons within your online account.


    Alternatively, you can open an account over the telephone with a debit card, or use an application form and cheque.


  • The type of unit you hold determines how any income generated from the fund's underlying investments is treated.

    With income units, income is paid out to fund holders as cash. This could provide the investor with an income stream or the cash could be reinvested to buy additional units.

    With accumulation units income is retained within the fund and reinvested, increasing the price of the units. Generally, for investors who wish to reinvest income, accumulation units offer a more convenient and cost-effective way of doing so.


  • You can find your consolidated tax certificate online by selecting the ‘Portfolio History’ tab from the ‘My Accounts and Dealing’ overview page. The consolidated tax certificate will be included in the Spring Investment Report. Your statements will be listed under the heading ‘Statements, Valuations and Pension Illustrations’.

    Alternatively the Spring Investment Report can be accessed via the ‘Tax Centre’ page.


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