Your pension in your pocket
Our app makes it easy to keep an eye on your pension and plan for the future.
Help and guidance
Whether you're just starting out with us or you're already part of our investing community, we're here to help. We've tackled the most common questions here but if you need more support, we're just a click or call away.
Are you new or an existing customer?
Plans opened before October 2025
Find out how to make changes and review your plans for:
- Scottish Widows Stocks and Shares ISA (not through IWeb)
- Scottish Widows OEIC
- Halifax ISA Investor
- Halifax Collective Investment Plan
- bonds and pensions from Scottish Widows or Halifax.
Here to help - every step of the way
Individual Client Segregation (ICS)
As part of regulatory obligations we are required to offer an Individual Client Segregation (ICS) service. This means you can choose to hold eligible assets in a segregated individual account, at the Central Securities Depository (CSD), as opposed to grouped together with all other customer accounts, which is our default option. There is an additional initial charge of £1,000 and an annual charge of £6,500 per year on top of the usual account charges.
Speak to us
Still have questions? No problem.
Chat with us online or give us a call - we’re here to help.
Legal and regulatory information
Find our terms and conditions, how to make a complaint and privacy information for our Share-Dealing Account and Stocks and Shares ISA.