Menu Search

Adviser Centre

Direct ISA

The NS&I Direct ISA offers your clients tax-free returns and a straightforward, secure way to manage their money online or by phone.

Key features

  • Tax-free savings
  • Saving regularly
  • Easy access
  • Invest online or by phone

0.75%

Tax-free/AER
Variable
0.75% tax-free/AER until 30 November 2017
1.00% tax-free/AER from 1 December 2017
  • Minimum
    £1
  • Maximum
    £20,000
    Tax year 2017/18
  • On sale

Who is this suitable for?

  • Clients who want to earn tax-free interest
  • Clients who are happy to use their account online or by phone
  • Clients who have not invested in a cash ISA in the 2017/18 tax year

Who is this not suitable for?

  • Clients who want to invest their full allowance in a stocks and shares ISA and/or an innovative finance ISA
  • Clients who prefer to use their account at a branch or by post
  • Clients who have invested or plan to invest in a cash ISA with another provider this tax year
  • Clients who want to transfer in current and previous years’ ISA allowances
  • Clients who want a flexible ISA

Before your clients apply to invest, please ask them to read the summary box and the brochure, including the terms and conditions.

FAQs about Direct ISA

Subscribe for news updates

News updates offer the quickest, easiest way to stay up to date with the latest offers on our products and new Issue launches.