Investment options

A choice of investment options

Monthly investment

If you are unsure as to the best time to invest and would like to spread your investments over time, investing regularly every month may be the best option.  You can invest from as little as £25 per month. You can increase or decrease the amount you pay each month, subject to the £25 minimum. There is no maximum limit to the amount you can invest each month.

Lump sum investment

You can start your STOCKPLAN with a lump sum from as little as £250. There is no maximum limit to the amount you can invest in the scheme. Additional lump sums (minimum £250, there is no maximum) can be added at any time.

Combine monthly and lump sum

Monthly investors can also add lump sums (minimum £250) at any time.

Designating your STOCKPLAN

STOCKPLAN allows savers to invest for another person, either an adult or a child, or for a specific purpose. For example, parents and grandparents often set up a STOCKPLAN in the name of a child, to fund educational expenses or to provide a future investment.

To find out more about investing for children, please look at STOCKPLAN: A Flying Start.

How to apply