How can we help?
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Will NS&I ever offer a stocks and shares ISA instead of just a cash ISA?
We consider this unlikely at this time given our unique 100% security guarantee. However we keep our range of products under constant review to ensure they meet the needs of savers.
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How can my client’s spouse or civil partner apply for an NS&I Direct ISA inherited allowance account?
A client whose spouse or civil partner held an ISA and died on or after 3 December 2014 will inherit an additional ISA allowance equal to the total amount the deceased held in their ISA at the date of death.
You can download and print the Direct ISA inherited allowance application form from our website nsandi-adviser.com, or call us and we’ll send you one. Your client should complete and sign the form and post it to us with a certified copy of their marriage or civil partnership certificate.
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Do you allow transfers from other ISAs into your Direct ISA?
No, we do not currently allow transfers into our Direct ISA from other ISA providers. As NS&I is both a government department and an Executive Agency of the Chancellor we have to balance the needs of our savers, taxpayers and the broader financial services market. One of the ways we do this is by making sure we operate as efficiently as possible. ISA transfers involve a manual process, and allowing transfers in would increase the cost to run these accounts.
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