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Contact us today to find out how we could help or to learn more about our services.

ISA

Tel: 01892 320 449

ISA CASHBACK OFFER

BOOST YOUR ISA SAVINGS
WITH UP TO £1000 CASHBACK -

DON’T MISS THE DEADLINE, TRANSFER TODAY

Choose the ISA account that best suits your investment approach

Transfer an ISA by 31 July 2019 and you could receive a cheque for a cash lump sum to spend on what you want.

Over 240,000 ISA customers already invest over £15.6 billion in the Old Mutual Wealth ISA. This fantastic new offer is open to new and existing customers – so when you transfer an ISA or multiple ISAs to us, we’ll give you the cashback regardless of whether you have an ISA with us already or not.

THE EASY WAY TO BOOST YOUR BALANCE

Transfer from

£100,000 to £199,999

receive

£250

cashback

Transfer from

£200,000 to £299,999

receive

£500

cashback

Transfer from

£300,000 and over

receive

£1000

cashback

*£100,000 minimum ISA transfer value. Please see the eligibility criteria and additional information.

Sound Interesting?

01892 320 449

Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.

READY TO TRANSFER YOUR ISA?

FLEXIBLE FUND CHOICES

From a company you can trust
  • Old Mutual Wealth is part of Quilter, a leading provider of advice, investments and wealth management in the UK and internationally, managing £118.1 billion of investments on behalf of over 900,000 customers (as at 30 Sept 2018).
A seamless online experience
  • View and monitor your ISAs through our secure, easy-to-access online service.
  • Log on to one website to see all of your ISAs in one place when you consolidate your investments with Old Mutual Wealth.
Competitive Price
  • 80% of the funds are available at the best price in the market.
  • Reduce your investment costs even further when other eligible members of your family invest with Old Mutual Wealth too.
  • Pay one simple Old Mutual Wealth charge, with no additional charges for switching funds or taking your money out.
  • Old Mutual Wealth’s wide investment choice gives you access to more than 1,700 different funds.
  • Drip-feed your money into your chosen funds at a pace that suits you, with the option to take income on a regular basis.

ELIGIBILITY CRITERIA AND ADDITIONAL INFORMATION

The cashback amount depends on the value of the ISA you transfer to us, as follows:

Total value
of transfers

Cashback
payment

Less than £100,000

£0

From £100,000 to £199,999

£100

From £200,000 to £299,999

£250

£300,000 and over

£1000

  • The offer is available for new ISA transfers (or ISA assets re-registered with Old Mutual Wealth) that are applied for from 12 December 2018.
  • Transferring ISA money/units must be received and applied to your ISA account by 31 July 2019.
  • The offer will be based on the cumulative value of all the ISAs you transfer/re-register to us applied for and completed during the offer period.
  • The offer is open to both new and existing Old Mutual Wealth ISA clients.
  • The cashback amount depends on the value of the ISA you transfer to us, as follows:
  • The cashback payment will be paid by cheque after 31 July 2019. The cheque will be posted to the correspondence address we hold for you.
  • ISA lump sum cash payments are excluded from the offer. The offer only applies when ISA savings are transferred from another provider.
  • You are required to keep your ISA for a year following the transfer. If you transfer or close your ISA before this time, we will deduct the cashback payment from your account before we pay/transfer the proceeds.

Please ensure you carefully read all of the terms and conditions before proceeding.

 

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