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Important Information about Plan & Invest

On this page you’ll find important information about how Plan & Invest works.

Our terms

Other important information you need to know

Costs & Charges

Cash Incentive Offer rules

Plan & Invest terms - effective until 3 August 2021 except where the terms set out below apply [PDF, 441KB]

These terms still apply to the majority of our existing customers

Plan & Invest terms - effective from 10 May 2021 [PDF, 679KB]

These terms apply to:

Any existing customer who has already accepted these terms as part of making a change to their existing account

Anyone who opened their first Plan & Invest account on or after 10 May 2021

Important Information [PDF, 264KB]

If needed, any of these documents can be provided in Braille, large print or audio tape. Please call us on 0333 202 75331 (Monday to Friday 09:00 – 17:00) to request this.

Site Terms and Conditions

Read our site Terms and Conditions.

Your Personal information

For more detailed information on how and why we use your information, including the rights in relation to your personal data, and our legal grounds for using it, please go to page 14 of the Plan & Invest terms.

Security notice

A reassurance about security when using our online banking and a reminder of your responsibilities. Read the notice.