A truly rewarding way to invest with Wesleyan

Moneymagpie Team 6th Mar 2025 No Comments

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An ISA is one of the most tax-efficient ways to save, and by opening one with Wesleyan you join a mutual organisation that shares in its successes and offers member rewards and benefits. Terms and conditions apply.

The Wesleyan With Profits Stocks and Shares ISA enables you to invest for growth potential. Investments are managed by award-winning expert fund managers (winning Investments Team of the Year at the Asset Risk Insurance Awards in 2023) as part of our £4.7bn^ With Profits Fund, so whether this is your first investment or you’re a seasoned saver, you can be confident that your money is in good hands.

There are options to save from as little as £50 a month, or to invest a lump sum amount from £1,000 (up to the £20,000 ISA allowance) into a ready-made portfolio fully managed for you. Existing ISAs held elsewhere can also be transferred into a Wesleyan ISA using a simple online process, for one manageable account.

Keep in mind that the value of your investment can go down as well as up, so you could get back less than you invested.

Tax treatment depends on the individual circumstances of each client and may be subject to change in future.

You will not receive any investment advice or recommendations from Wesleyan. You should consider whether this investment will meet your needs and objectives and if you are unsure, contact a Financial Adviser. The Wesleyan With Profits Stocks and Shares ISA has an Annual Management Charge (AMC) of 1.2%. Before you apply, please ensure that you have read the Important Information and Key Features Document.

^ Fund Size includes all life and pension investments held in the Wesleyan Open Market With Profits Fund and Wesleyan Closed With Profits Fund as at 31/12/2024.

Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Find out more.