ISAs

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ISAs (Individual Savings Accounts) are a popular choice for many investors, whatever their financial goals. They’re tax-efficient and flexible - you can invest with a lump sum or start with small monthly amounts.

The Ecclesiastical Stocks and Shares ISA can be used to invest in any of the Ecclesiastical Investment Funds.

Your investment ISA can be used to gain exposure to equities as well as government and corporate bonds.

ISAs may offer higher returns than traditional bank or building society accounts, but due to stockmarket exposure, they have a higher element of risk. Please remember the value of investments can fall as well as rise.

Ecclesiastical offers Stocks and Shares ISAs only. We do not offer Cash ISAs. Please note that the tax efficiency mentioned may not continue in the future.

Here’s how you could benefit when you invest in the Ecclesiastical Stocks and Shares ISA:

ISAs are tax efficient – you pay no tax on either the income you receive or any capital gains that arise
award-winning performance – we’ve been helping people get more out of their money since 1919, and have successfully invested tens of millions of pounds
you can invest in an ISA for income, growth or both.

How much can I pay into an ISA?

you can invest by monthly direct debit - from as little as £25 up to £600, or
you can invest a lump sum - from £200 to a maximum of £7,200 per tax year.

To invest in an Ecclesiastical ISA, please:

contact your usual financial adviser
call us on 0800 107 0190 for more information and an application form
email us at financial_services@eigmail.com
download information and complete our ISA application form and prevention of money laundering form and send them to us with your cheque and/or debit form along with your forms of identification.

What if I’ve used up my personal ISA allowance?

If you’ve used up your personal ISA allowance you can invest directly in one or more of our Ecclesiastical Investment Funds.

Can I transfer an existing ISA from another provider?

Yes, you can transfer an existing ISA from another provider – please contact your financial adviser or call us on 0800 107 0190 for more information.

Contact us

To find out more about our investments, ISAs or to get an illustration, please contact your usual financial adviser or call us on 0800 107 0190 from 8am to 6pm, Monday to Friday (excluding bank holidays). Alternatively email us at financial_services@eigmail.com. You can complete our enquiry form to request a call back, an application form or product literature.

Please note that past performance should not be seen as an indication of future performance, and that the value of investments can fall as well as rise. Stocks and shares should be seen as a medium to long term investment, for a period of at least 5 years.

The information supplied in this page is based upon our understanding of current UK law and HM Revenue and Customs (HMRC) practice (March 2008). Please remember that tax law and HMRC practice may change from time to time. The value of any tax relief will depend on the individual circumstances of the investor.