WISA – A Workplace ISA
A savings vehicle that compliments workplace saving options and your wider financial wellness strategy.
FINANCIAL WELLNESS
Helps your employees build financial resilience and plan for their future.
TAX EFFICIENT
Provides tax efficient savings with easy access for your employees.
INVESTMENT CHOICE
You employees can choose to align their investments to compliment their pension, or run independently. Automatic investment monitoring provides peace of mind.
INTEGRATED
Use as a part of your existing benefit platform or as a standalone benefit. Compliments flexible benefits with any residual alloowance being saved.
Particulary useful:
Workplace ISAs can be particularly attractive to employees with a company share scheme as they can mitigate their Capital Gains Tax liability. In addition, for young talent that are recently joining your workforce, help them save to help pay off student debt and save for their future.
Easy set up
1
DEDUCTED FROM NET PAY
2
LOWER MANAGEMENT FEES
NO SET UP CHARGE
NO SWITCHING CHARGE
3
RETURNS ARE TAX FREE
To find out more 0207 11 88 777
The Financial Conduct Authority does not regulate taxation advice.