ISA Discounts
The following table shows how you can benefit from substantial savings on a selection of ISA funds. In most cases our investment discounts will mean that you will have more money invested in your plan at outset.
If your chosen ISA is not on the list you may still use the ISA Enquiry
form. However if you require further information or assistance contact
us via:
Tel: 0845 458 1280
0845 458 1280
0845 458 1280
0845 458 1280
+44 (0)1844 271455, Fax: 0845 458 8007 or
+44 (0)1844 344999 or isa@specific.co.uk.
| List of the more popular ISAs discounts or cash-back | |||||||
| Company | Initial charges % | Company discount % | Our discount % | Total discount % | Saving on £7000 ISA | ||
|---|---|---|---|---|---|---|---|
| ABERDEEN | 4.25 | 1 | 3 | 4 | £280 |  |
|
| ABN AMRO | 5-6 | 1.75 | 3 | 4.75 | £332.50 | ||
| AXA SUNLIFE | 3.5 | 0 | 2 | 2 | £140 | ||
| AIB GOVETT (MOST FUNDS) | 5 | 1 | 3 | 4 | £280 | ||
| ARTEMIS | 5-5.25 | 1 | 3 | 4 | £280 | ||
| BAILLIE GIFFORD | 5 | 0 | 3 | 3 | £210 | ||
| BGI (NOT OPTIMUM INCOME) | 5.25 | 0 | 3 | 3 | £210 | ||
| BRITANNIC FUND MANAGERS | 5.25 | 0 | 3 | 3 | £210 | ||
| BWD | 4.5 | 0 | 3 | 3 | £210 | ||
| CLERICAL MEDICAL | 3.25 | 0 | 3 | 3 | £210 | ||
| CGU | 4 | 1 | 3 | 4 | £280 | ||
| CLOSE | 4.75-5 | 1 | 3 | 4 | £280 | ||
| CREDIT SUISSE (MOST FUNDS) | 5.25 | 2 | 3 | 5 | £350 | ||
| DUNCAN LAWRIE | 5.5 | 0 | 3 | 3 | £210 | ||
| DRESDNER (NOT INDEX FUNDS) | 3 | 0 | 3 | 3 | £210 | ||
| EDINBURGH | 3.5 | 0 | 3 | 3 | £210 | ||
| EXETER | 5 | 1 | 3 | 4 | £280 | ||
| FIDELITY (Not Moneybuilder range) | 3.25 | 0 | 3 | 3 | £210 | ||
| FOREIGN & COLONIAL | 5 | 0 | 3 | 3 | £210 | ||
| FRAMLINGTON (MOST FUNDS) | 5 | 1 | 3 | 4 | £280 | |
|
| FRIENDS PROVIDENT | 5.75 | 0 | 4 | 3 | £210 | ||
| GARTMORE (MOST FUNDS) | 5 | 1.5 | 3 | 5 | £315 | |
|
| GUINNESS FLIGHT INVESTEC | 3.5 - 5 | 0 | 3 | 3 | £210 | ||
| HSBC (Most Funds) | 5.25 | 0 | 3 | 3 | £210 | ||
| HENDERSON | 3.5-5.25 | 0 | 3 | 3 | £210 | ||
| HILL SAMUEL | 4 | 0 | 3 | 3 | £210 | ||
| INVESCO (GT) | 5.25 | 2 | 3 | 5 | £350 | ||
| LEGGMASON (excl Monthly Income) |
5 | 1 0.5 |
3 | 4 | £280 | ||
| JUPITER | 5 | 1 (EXC BOND) | 3 | 4 | £211 | ||
| LAZARD | 5.25 | 0 | 3 | 3 | £210 | ||
| LEGAL & GENERAL INDEX TRACKER | 0 | 0 | 0.5 | 0.5 | £35 | ||
| LEGAL & GENERAL Generic ISA | 0 | 0 | 3 | 3 | £210 | ||
| M & G MANAGED INCOME OR GROWTH | 0 | 0 | 2 | 2 | £140 | ||
| M & G GENERAL | 5 | 0 | 3 | 3 | £210 | ||
| MARTIN CURRIE | 5.25 | 0 | 3 | 3 | £210 | ||
| MANEK | 5 | 0 | 3 | 3 | £210 | ||
| MERRILL LYNCH | 5 | 2.00 depends on fund | 3 | 5 | £350 | ||
| DEUTSCHE | 3.25 | 0 | 3 | 3 | £210 | ||
| NEWTON | 4 | 0 | 3 | 3 | £210 | ||
| NORWICH UNION | depends on fund | 0 | 1 | 1 | £70 | |
|
| NPI | 4.5 | 0 | 3 | 3 | £210 | ||
| OLD MUTUAL (NOT CORPORATE BOND) | 5.5 | 1 | 3 | 4 | £280 | ||
| PERPETUAL (MOST FUNDS) | 5.25 | 2 | 3 | 5 | £350 | |
|
| PORTFOLIO | 5.25 | 0 | 3 | 3 | £210 | ||
| PREMIER (MOST FUNDS) | 5 | 0 | 3 | 3 | £210 | ||
| PRUDENTIAL | 3 | 0 | 3 | 3 | £210 | ||
| RATHBONE | 5.5 | 1 | 3 | 4 | £280 | ||
| ROYAL & SUN ALLIANCE | 5 | 1 | 3 | 4 | £280 | ||
| SAVE & PROSPER (most) | 5.5 | 2 | 3 | 5 | £350 | ||
| SCHRODERS | 3.25 | 0 | 3 | 3 | £210 | ||
| SCOTTISH AMICABLE (Most Funds) | 4.75 | 0 | 3 | 3 | £210 | ||
| SCOTTISH EQUITABLE | 5 | 0 | 3 | 3 | £210 | ||
| SCOTTISH WIDOWS (MOST FUNDS) | 5 | 0 | 3 | 3 | £210 | ||
| SKANDIA | 4.5 | 0 | 3 | 3 | £210 | |
|
| SOC GEN | 5.25 | 1 | 3 | 4 | £280 | ||
| STERLING | 4.75 | 0 | 3 | 3 | £210 | |
|
| THREADNEEDLE | 3.75 | 0 | 3 | 3 | £210 | |
|
These total discounts rates are for lump sums only. Although we try to keep the list up to date, company charges can alter from time to time and we accept no liability as to the accuracy of this list. As we deal with nearly all ISAs it is difficult to list them all. The above list does not apply to 'Tracker' or cash funds unless specified. Please note that investment company discounts are ALWAYS in the form of extra units by way of a discount on the initial charge. Every effort has been made to ensure the accuracy of the above information however, as charges and discounts can change, it is best to check with us before investing. The above discounts apply to lump sums only. Please telephone for monthly savings discounts.
*Reinvestment is based on £7,000 initial investment.
Past performance is no guide to future performance and the value of you investment can go down as well as up.
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(http://www.fsa.gov.uk) under reference 150427. The FSA do not regulate Mortgages, Term Assurance or Bank/Building Society accounts and not all forms of Protection, Critical Illness. YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED
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