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Investment Banking

Plan your future with confidence

As part of your plan, your Personal Wealth Advisor will help you consider 5 key areas of your financial future:

1. Your long term investment goal

Your Personal Wealth Advisor can help you find the most efficient way to invest your wealth with a tailored plan. They’ll present the options you have available to grow your wealth and achieve your goals, based on the level of risk you’re willing to take.

2. Protecting yourself and your family

Life can bring unexpected challenges, such as an illness, injury or loss of income. So your plan will also consider your life and income protection needs to bring you peace of mind.

3. Planning for retirement

You may have a single pension, multiple pensions or no pension at all. Either way, your financial plan can show you the path to the retirement you’ve always hoped for.

4. Managing your retirement income

There’s lots of decisions to be made about how best to access your pension. Your plan will help you understand all the options available so you can manage the income from your pension with confidence.

5. Passing on your wealth

When it comes to passing on your wealth to the next generation, you’ll want to do it in the most tax efficient way. Your plan can cover how best to pass on your wealth to those you care for the most.

Give investing a go yourself

The Investment Hub is designed to give you choice, control and flexibility over your money.

Choice on whether you would like online advice on your funds
Control to add, switch, or withdraw your money anytime
Flexibility of being able to invest in 950 available funds
Try the Investment Hub for yourself, with no commitment to add any money or invest until you’re ready.

Take your next step

Step into investing with us

Learn how you could make your money work harder for you and your family.

Invest Wise

Aged 18-25? Invest in your future, with a free investment account and free regular investing.

Free regular investing

Regular investments could be another way for you to grow your money, without needing a lump sum. Start your plan today and pay no commission on regular investments.

Ready-Made Pension

A simple and smart way to help you save for your retirement. Our funds are ready-made by experts, meaning the hard work is done for you.

Investment goals

Discover a smart way to invest and track your long-term goals in the app. Investing carries risk – so you could get back less than you invest.

Investment calculator

Use our calculator to see how your investment could potentially grow over time and under different market conditions.

New to investing?

We're here to help you start investing.

Remember, investing has its downs as well as ups – and you could get back less than you invest.

Investments