Monthly Investment Plan
Quality investments brought to you
We’re here to make investing as simple as possible by bringing
the expertise of leading investment giants such as Legal &
General, Gartmore and Baillie Gifford to you - helping you make the
most of potential growth and tax saving opportunities, in a
flexible investment that suits your needs.
It means you can leave all the research into
the best funds, the management of your portfolio and the ongoing
decisions to the experts- while you concentrate on how you’re going
to enjoy the rewards!
Affordable and flexible rolled into
one…
With the Monthly Investment Plan
you can save from just £50 a
month into the PMIS MultiManager Growth Fund, which
is managed by dedicated fund managers who aim to make sure your
money is in the right places at the right times to achieve the best
possible results. All stock market based investments can go down in
value as well as up and you may get back less than you’ve paid in,
particularly over a short-term period.
Its flexibility means you can stop and
restart, increase or decrease your payments to suit your needs -
and with no fixed term, you can access your money whenever you need
to. Please remember, it will have a better opportunity to benefit
from potential growth if you leave it invested for five years or
more.
...and available as a tax efficient Stocks and Shares
ISA
When you save in the Monthly Investment Plan
you can invest up to £7,200 each tax-year through an ISA, making
sure that any growth you achieve on your investment is free of both
Income and Capital Gains Tax.
You can either invest up to your full ISA
allowance in a Stocks and Shares ISA, or if you already have
savings in a Cash ISA this tax year, you can invest the remainder
into our Monthly Investment
Plan so you still benefit from the opportunities
associated with a Stocks and Shares ISA. Please bear in mind that
the tax treatment of ISAs may change in the future.
Investing made easy
Invest with confidence in an organisation you
know and trust. For more information on the Growth Fund and to set
up your Monthly Investment Plan click
here.