Frequently asked questions

You will have to complete a Terms of Business Agreement for your firm. The Letter of Authority must list all trustees’ names in paragraph 1 and the signatures of all trustees responsible for the account will be required on the completed Letter of Authority.

If your clients decide to renew their Certificate on or after 1 May 2019, we will calculate their index-linking on the renewed Certificate using the Consumer Prices Index (CPI) instead of the Retail Prices Index (RPI). The CPI is generally lower than the RPI, so this means your client will probably receive a lower return.

If your client is having trouble buying Green Savings Bonds online, or does not have online access, they can contact us directly on 08085 007 007 and we will discuss their options with them.

We need a separate signed Letter of Authority from each individual in order to display details of a joint account.

A small number of joint accounts require instructions from both holders to transact – these cannot be viewed using the online service. This is something which we are looking at and hope to change this in future releases.

If your client want to renew their investment for the same term, they don’t need to do anything.

If your client wants to give us another instruction, the best way to do this is online, as we are guaranteed to get the instruction in time. If they can’t go online, then they can call or post the instructions back to us.