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TOP UP YOUR PERSONAL INVESTMENT PLAN
Adding a little extra now can make a big difference later. Make a lump sum payment online today.
WHY TOP UP?
What are my options?
If you already hold a Personal Investment Plan, for the purpose of growth, you can now top up your plan today, using your existing fund options. Your payment will be invested into the same fund mix as you currently hold. We have not given any advice on the suitability of topping up this plan. If you would like advice, or wish to invest in any other fund, please speak to a Personal Financial Adviser. You can book an appointment online. The minimum top up amount is £250 and there is no maximum investment value.
- When you complete the application form we'll ask you to confirm that you have read the documents listed below, so you may wish to read them now:
Key Features of the Personal Investment Plan (PDF New Window)
Information about our services and costs (PDF New Window)
Personal Investment Plan Illustration (PDF New Window)
For details of PDF software please read our Accessibility page
Please remember the Personal Investment Plan is a stock market based investment, so the value of your investment can go up or down and you may get back less than you originally invested.
Please note top ups received after 12 noon (unit valuation point) will receive the following working day's unit prices.
*Lines are open 8am - 6pm Mon - Fri and 9am - 1pm on Sat. Daytime calls Monday to Friday from BT landlines to 0870 numbers will cost no more than 6p a minute plus an 8p connection fee. The price of calls through other phone companies and from mobile phones will be different.
