Scottish Widows Stocks and Shares ISA and Halifax ISA investor

Every tax year you can put in up to the annual ISA allowance. The Government sets this allowance each tax year. You can’t carry over any unused allowance into the next tax year.

You can use the forms in the links below to open a new Scottish Widows stocks and shares ISA or a Halifax ISA Investor, switch funds or top-up your current investment:

Scottish Widows stocks and shares ISA
Halifax ISA Investor

If you’ve not reviewed the fund or funds in your ISA for a while, it’s a good idea to take some time to consider if they’re still right for you. 

Here are two things you can do: 

• Find out how much your investments are currently worth.
  Every year we’ll send you an annual statement, which will tell you how much your ISA is currently worth.  If you’re already registered for our online services, you can request an up to date valuation here. If you’re not registered for our online services, then you can call us for a valuation on 0345 300 2244. We’re available Monday to Friday 9am to 5pm.
• Look at the funds you’re invested in to see if they’re still suitable.  Your annual statement shows which funds you’re currently investing in. 

Read the Key Investor Information Documents (KIIDs) for each fund available for the Scottish Widows stocks and shares ISA here.

Read the Key Investor Information Documents (KIIDs) for each fund available for the Halifax ISA Investors here.

The KIID will give you, among other things, the fund’s objective or aim, what it’s trying to achieve, charges and the fund risk rating. 

It’s important to think about how much risk you’re willing and able to take. This can change over time. The fund’s risk rating can also change.

We'd be happy to help talk you through the different options available to you.

Just give us a call on 0345 300 2244 and ask for the Customer Engagement Team quoting WEB-CET. We're here from Monday to Friday between 9am and 5pm.

Call us on 0345 300 2244.  We’re available Monday to Friday 9am to 5pm. We’ll be happy to help you, but we can’t offer you financial advice or give you recommendations about what to invest in.

You can also do this in writing:

For Scottish Widows stocks and shares ISA, complete our Scottish Widows Unit Trust Managers declaration form (PDF, 664KB) and return it to us at Scottish Widows Unit Trust Department, PO Box 24177, 69 Morrison Street, Edinburgh EH3 1HT.

For Halifax ISA Investor, complete our Halifax Investment Fund Managers Limited declaration form (PDF, 770KB) and return it to us at HBOS Investment Fund Managers Ltd, PO BOX 24167, 69 Morrison Street, Edinburgh, EH3 1HF.

Even if you opened your ISA some time ago you can still add money to it and take advantage of any unused annual ISA allowance you may have in the current tax year. Remember you can only open or make payments to one Stocks and Shares ISA in any given tax year. 

Call us on 0345 300 2244.  We’re available Monday to Friday 9am to 5pm.

We’ll explain what you need to do and can help check that you haven’t already used all your ISA annual allowance.

When you call us, make sure:

• you have your ISA account number and bank details to hand.
• you’ve read the Key Investor Information Documents  for your chosen funds.

For more information you may want to read the Supplementary Investor Information Documents (SIIDs), which summarises important information about our ISAs. 

You may have stocks and shares ISAs with other companies. You could bring these all together into your ISA with us. 

This may be beneficial for you, but you need to be careful that you don’t lose any guarantees. You should also compare our choice of funds and charges with those of the company you are considering moving from. 

To talk to us about transferring your ISAs call us on 0345 300 2244.  We’re available Monday to Friday 9am to 5pm.

To talk to us about taking a withdrawal from your ISA call us on 0345 300 2244.  We’re available Monday to Friday 9am to 5pm.

If you’d like to transfer your ISA to another company, call them and they’ll contact us to arrange the transfer for you. 

By transferring, not cashing in your ISA, you keep the tax benefits and won’t have to pay tax on the money you make from your investments.

When you die, the value of your ISA investments may form part of your estate for inheritance tax purposes. The money will remain invested until we receive instructions from your legal representatives.

Tax can be complicated so we recommend you seek specific tax advice. Tax rules can change. You can find out more information on tax rules on the government website.