Get your financial
plans in place
With a range of flexible, tax-efficient savings and investment opportunities, we can help you make the most of your money.
Pensions and retirement
Active Money Personal Pension
A simple way to invest your money with the added flexibility to change, stop or restart your payments at any time. Valuable tax relief means that for every £80 you put in, the taxman normally adds an extra £20.
Savings and investments
Stocks and Shares ISA
As well as being tax-efficient and easy to set up, you can take advantage of your full annual ISA allowance of £11,520. There are also 0% initial charges on our full fund range.
A Generation Y view to saving
3,500 young people in Edinburgh leave school each year. What do they know about finance?
News and views
25 May 2013
Pension liberation fraud is the latest assault on our inboxes. The promise is to 'unlock' cash from your pension.
02 May 2013
The new tax year kicked off on the 6th April 2013 with a reduction in the higher rate tax threshold. Do you know if the change will impact you?
05 March 2013
When interest rates are at an all-time low, where can you look for higher returns on your money? We weigh up some options…
Investment returns aren't guaranteed. The value of your investment can go up or down and may be worth less than what was paid in. Laws and tax rules may change in the future. The information here is based on our understanding in February 2013. Your personal circumstances also have an impact on tax treatment.
Active Money Personal Pension. Pensions are a long term commitment. Transferring pensions isn’t for everyone, so speak to your financial adviser or contact us before you decide.
Stocks and Shares ISA. Other charges apply. We regularly review our charges and may alter them to reflect changes in our overall costs or assumptions. Any increases will be fair and reasonable.