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| Hello [Name], |
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| Holding a Wesleyan With Profits ISA is a great choice, but could you do more to maximise its potential? With the Bank of England predicting that inflation could continue to rise beyond 4%1, it’s important that you’re making the most of any cash savings. Your With Profits ISA is a great way to do this and you can top up your investments up to £20,000 tax free into your With Profits ISA this tax year2. |
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| In 2020, our With Profits Fund was rated top out of 203 funds for overall performance over a five-year period in a report by Barnett Waddingham, a leading independent UK consultancy service. |
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Top up tax-free
Invest tax-free up to the full ISA limit of £20,000 for the 2021/2022 tax year anytime2.
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Top up flexibly
You can choose to top up either as a lump sum of £500 or more, set monthly payments from £50. Or, better still, a combination of the two – it’s really up to you.
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Quick and easy top up
It’s simple, quick and easy to top up your ISA, either online or by calling us on 0800 294 2236 today.
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Share in our success
As a mutual, we have no shareholders, so we can share our successes with you. Although it’s not guaranteed, during 2020, despite the challenging year, we paid a 1% Mutual Bonus to all of our With Profits ISA customers, averaging out at £383 per person4.
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As you already have a Wesleyan With Profits ISA you know the benefits of investing, so top up and make the most from your cash savings.
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Please remember the value of your investments can go down as well as up and you may get back less than you invest.
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When you top up online or by phone you will not receive any investment advice or personal recommendation from Wesleyan Financial Services – ongoing charges will apply. You should consider whether this investment will meet your needs and objectives.
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| Wesleyan Group offers Financial Advice: Retirement Planning • Investing • Funding • Insurance |
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| © 2021 Wesleyan Assurance Society |
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1As of 22 September 2021 source: https://www.bankofengland.co.uk/monetary-policy-summary-and-minutes/2021/september-2021
2You can top up your Wesleyan With Profits ISA provided you haven’t contributed to another stocks and shares ISA in the current tax year and you have not paid the maximum allowance of £20,000 in total to ISAs in the current tax year.
3Only 20 of 65 funds provided five-year net return data for comparison.
4Mutual Bonus payout of 1% on an average fund value of £38,305 for With Profits ISA.
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'WESLEYAN' is a trading name of the Wesleyan Group of companies.
Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Advice is provided by Wesleyan Financial Services who is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society.
Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office: Colmore Circus, Birmingham B4 6AR.
Telephone: 0345 351 2352. Fax: 0121 200 2971. Calls may be recorded to help us provide, monitor and improve our services to you.
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