Plan & Invest

Enjoy £100 cashback

Simply open a Plan & Invest account by 17 May 2021 and invest at least £5,000 within 90 days of opening your account. Opening an account alone doesn’t commit you to investing. Plan & Invest terms and the Cash Incentive Offer rules apply. These are available in document form and the Cash Incentive Offer rules are summarised below. Please consider them before taking any action.

Remember the value of investments can fall as well as rise. You may get back less than you invest. If you’re not sure if Plan & Invest is right for you, you should seek independent advice.

Cash Incentive Offer Rules

The Cash Incentive Offer rules for this incentive can be found in the PDF document, downloadable via the link below. We have also summarized the information within them below.

Cash Incentive Offer rules [PDF, 94KB]

This following is a summary of the rules contained within the Cash Incentive Offer rules. You should read it carefully, along with the actual Cash Incentive Offer rules [PDF, 94KB] and contact us if you have any questions. None of this forms part of or amends the terms of your Plan & Invest agreement with us [PDF, 441KB]. Your Plan & Invest agreement will always take priority over these rules.

The value of investments can fall as well as rise. You may get back less than you invest. Before transferring your investments, find out about any charges, exit penalties, benefits you may lose or investments that you can’t transfer to us.

Summary of terms

We’ll pay you a £100 cash incentive payment, only ever once, by 16 September 2021 if you:

  1. Open your first Plan & Invest account(s) between 12pm on 15 February 2021 and 11.59pm on 17 May 2021; and
  2. Pay in a minimum of £5,000 into your Plan & Invest account(s) within 90 days to be invested by us

We’ll make the £100 payment into the nominated bank account you have linked to your Plan & Invest account(s).

If you don’t have a nominated bank account set up, please contact us to do it.

It’s important you act soon as we could withdraw this offer at any time without advance notice. If we withdraw the offer, we’ll publish a notification on the Plan & Invest web page. If we do this, we’ll still make a £100 cash incentive payment to you if you’ve already taken the above actions or if you take both of these actions within 30 days of receiving your personalised Investment Plan.

Find out more about Plan & Invest, our new way to invest, where you leave your money in the hands of an expert, so you can get on with the more important things in life.