Monthly savings

Yes. Just follow these steps:

• Go to the account that you'd like to add the monthly cash savings to
• Navigate to the ‘Monthly savings’ tab and click on 'Add monthly cash saving'
• Follow the prompts on the screen to choose the amount of cash you want to add each month

Yes. Just follow these steps:

• Go to the account that you would like to add the monthly investment to
• Navigate to the ‘Monthly savings’ tab and click on 'Add monthly investment'
• Follow the prompts on the screen to choose the amount you want to invest each month and which fund to invest in

You’ll need to be logged in to make any changes.

To amend:

• Select the relevant account and click the ‘Monthly savings’ tab
• Click ‘Edit’ next to the saving you wish to update
• Choose whether you want to change the amount or the fund you invest in

To cancel:

• Select the relevant account and click the ‘Monthly savings’ tab
• Click ‘Remove’ next to the saving you wish to cancel
• Click ‘Confirm’ to make the change

Changes made before the 15th will take effect in the current month. Changes made after this date will take effect the following month.

First you will need to login and go to the account you would like to set up monthly savings for.

There are two ways that you can contribute monthly. See more details here:

• Setting up monthly cash contributions
• Setting up monthly investment contributions

Log in

The minimum amount for monthly savings is set at £50 as this is the minimum investment into most funds.