Investments are designed for the long-term, as their value can go down as well as up. This means you could get back less than you invest. Other savings accounts with TSB won’t lose value unless you take money out.



Want to start investing but don’t know where to begin?
We’re working with Wealthify to make investing as simple and easy as possible.
Investments are designed for the long-term, as their value can go down as well as up. This means you could get back less than you invest. Other savings accounts with TSB won’t lose value unless you take money out.
With Wealthify, a team of investment experts carefully analyse the markets for you, then decide how to invest your money. You can check the performance of your investments 24/7, online or on their app.
There are different investment products on offer. Each one has five risk levels and the option to invest ethically.
Junior stocks and shares ISAs | Stocks and shares ISAs | General investment accounts |
---|---|---|
Invest for your children’s future in a tax-free ISA. You can put away up to £9,000 per child each tax year. Junior ISA |
You can save up to £20,000 tax-free into ISAs each year. Invest it at a risk level that works for you. Investment ISA |
Invest with no limits or restrictions. Great if you’ve used your full ISA allowance. Returns subject to tax. General Investment Account |
Tax treatment of your investment depends on your personal circumstances and may change in the future.
Choose – an investment style that matches your needs
Check – a quick suitability assessment will check it’s a good fit
Invest – you’re ready for Wealthify’s experts to invest for you
Wealthify charges a simple monthly fee that’s taken from cash held in your Plan.
The fees are charged as a percentage of your investment. You can use Wealthify’s fee calculator for a more accurate idea of what you might pay.
TSB and Wealthify equally share your management fees, and this arrangement doesn’t change the price you pay for investing with Wealthify.
This is not a personal recommendation. If you’re unsure about investing and want a recommendation based on your personal circumstances, please speak to a financial adviser.
Wealthify will invest your money in carefully selected, low-cost funds containing a range of investments including stocks and bonds.
If you click ‘Visit Wealthify’, you’ll be leaving TSB and going to Wealthify’s website with their own Data Privacy Notice. We recommend that you read that before providing Wealthify with any personal information.
TSB will not share any of your personal information with Wealthify. View TSB’s Data Privacy Notice.
With investing, your money is at risk, and you may get back less than you invest. If you’re unsure about investing, please speak to an independent financial adviser.
Our Initial Disclosure Document explains the service we provide in more detail. We recommend reading this information before continuing.