Workplace ISA
Savings for everyone. Not just retirement
A workplace pension helps employees save for retirement. But many organisations also want a tax-efficient way to support general savings and financial resilience. Our Workplace ISA does just that.
Workplace ISA
Savings for everyone. Not just retirement
A workplace pension helps employees save for retirement. But many organisations also want a tax-efficient way to support general savings and financial resilience. Our Workplace ISA does just that.
Our research
Research finds that people with savings are generally less anxious about money and have greater life satisfaction. Savings improve financial resilience by reducing the need to borrow. They also prevent hardship by providing access to funds when needed.
42%
of employees would save any spare cash for a rainy day (such as in an ISA)
Invest smart. Tax free. Build financial resilience
Designed with financial wellbeing in mind
Helping employees with their financial wellbeing is more important than ever. A key part of this is providing the support to help them build their financial resilience. Our Workplace ISA helps with this.
Flexible and tax-efficient
Our Workplace ISA offers employees a tax-efficient way to invest. It accepts contributions from maturing SAYE schemes, protecting against capital gains tax and ensures tax-free growth.
Payroll integrated
Payroll savings provide an easy way for employees to make regular contributions.
Taking advantage of our expertise
Our Investment Management team handpicks funds through in-depth market research. Each fund meets strict investment principles and is continuously monitored to ensure it meets our criteria.
Risk-rated funds
Employees can choose from a selection of risk-rated funds, including ethical and faith-based options.
ESG-rated funds
All our funds are rated on an environmental, social and governance (ESG) scale using a tool by MSCI.
Education expertise
Our fund tool helps employees understand the key principles of investing whilst also helping them with their selection. This enables them to create their own diversified investment portfolio.
Contributions made simple
Our Investment Management team handpicks funds through in-depth market research. Each fund meets strict investment principles and is continuously monitored to ensure it meets our criteria.
Regular contributions
Employees can set up automatic payroll deductions. Starting from just £25 a month.
One-off lump sums
Employees can easily add lump sums, like bonuses, with our open banking feature (from £300).
Find out more
With any savings option introduced in the workplace, it’s important for employees to understand them. Our financial education and guidance service can help with this.