New customers

The sooner we start working towards our financial goals in life, the sooner we may meet them. Whatever your medium and long-term savings goals are, investing with IPS could help towards making them a reality.

IPS offers a carefully selected panel of funds chosen to meet the needs of our customers, as well as a UK-based Customer Service Team and access to a secure online service to give you the control you need when managing your investments.

Our website doesn't provide advice or personal recommendations. We haven't assessed whether this product is suitable for you. This means that you don't have the protection you would have received if we had done this. It’s up to you to decide if an investment with us is suitable for your needs. If you're unsure, you can contact a financial adviser who can advise you. If you require financial advice we recommend that you speak to your financial adviser. If you don't have a financial adviser you can visit www.unbiased.co.uk to find a local Independent Financial Adviser (IFA). 

Important information:
The value of an investment and any income you take from it can fall as well as rise and you may get back less than you invest. Although there is no fixed term, you should be prepared to hold this investment for five years or longer, and ideally not tie yourself to a fixed end date.
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BUY A STOCKS AND SHARES ISA OR INVESTMENT FUND.

IPS offers a range of investment products that can help you towards meeting your financial goals. Our Funds A-Z gives you information on the funds available with access to Key Investor Information Documents (KIIDs) and fund factsheets.

Please ensure you have read the information below before proceeding:

About investing

About the funds

Once you have read all of the documents above you can buy using one of the following options:

Buy online: Buy online now safely and securely. Our online service gives you reassurance by letting you see where your money is and how it's doing. Once you've bought online, you'll be able to: 

  • Access a free online account providing you with up-to-date portfolio valuations.
  • Manage your Portfolio Investments online, including buying, selling, switching and topping up.
  • Manage any regular monthly payments.
  • Access your transaction history at any time.
  • Download electronic versions of the important correspondence we have sent you in the post.

Alternatively, you can apply by post. Simply download a Unit trust, OEIC and ISA application form (W10712) (PDF: 76KB) . Once you've filled it in with your selected funds, send it back to us at the address on the form.

OPEN A JOINT HOLDING INVESTMENT.

Opening your investment as a joint holding can offer you flexibility when managing your investments to help you to meet your financial goals. Our Funds A-Z gives you information on the funds available with access to Key Investor Information Documents (KIIDs) and fund factsheets.

Please ensure you have read the information below before proceeding:

About investing

About the funds

When you’ve read the documents above and have made your investment decision, simply download a Unit trust, OEIC and ISA application form (W10712) (PDF: 76KB)  . Once you've filled it in with your selected funds, send it back to us at the address on the form.

TRANSFER AN ISA TO IPS.

Moving money from a cash ISA into a stocks and shares ISA could help you to make the most of your investment capital.

With a cash ISA, your money is held on deposit. It’s important to note that when you invest in a stocks and shares ISA your money is at risk. That’s because the value of an investment may fall as well as rise, and you may get back less than you invested.

There’s also a difference in the commitment required between cash ISAs and stocks and shares ISAs. Due to the value of investments being able to fall as well as rise, although there is no fixed term, when you invest in a stocks and shares ISA you should be prepared to leave your money invested for at least five years or longer, and ideally not tie yourself to a fixed end date.

If you transfer an ISA to us, your existing manager may charge an exit fee on transfers.

The tax efficiency of ISAs is based on current tax law and may not be maintained in the future. Tax treatment depends on your individual circumstances.

Our Funds A-Z gives you information on the funds available with access to Key Investor Information Documents (KIIDs) and fund factsheets.

Please ensure you have read the information below before proceeding:

About investing

About the funds

Please note, you can't instruct an ISA transfer online. When you’ve read the documents above simply download the ISA transfer application form, including transfer authority form (W10720) (PDF: 73KB)  . Once you've filled it in, send it back to us at the address on the form. If you're transferring an ISA from more than one manager, you'll also need to complete the Standalone ISA transfer authority form (W10714) (PDF: 49KB)   .

SET UP A REGULAR INVESTMENT.

It doesn't have to be all or nothing when saving to meet your financial goals. Setting up a regular monthly investment from as little as £20 can help to make it simple and affordable to invest. 

To set up a new regular payment, simply download a Unit trust, OEIC and ISA application form (W10712) (PDF: 76KB)   . Once you've filled in the correct sections as indicated on the form, send it back to us at the address on the form.

SPEAK TO A FINANCIAL ADVISER.
If you require financial advice we recommend that you speak to your financial adviser. If you don't have a financial adviser you can visit www.unbiased.co.uk to find a local Independent Financial Adviser (IFA).

Helpful guides

Using IPS
PDF: 2.98MB

Fund performance.