Financial adviser confirmation

This area of our website is designed for financial advisers and other financial professionals only.

If you’re a customer or employer please select Homepage below and choose the relevant area of the website.  We’ll only ask you to do this once on each device you access our website on.

Male and female in discussion while looking at laptop

General investment accounts (GIA)

Get more from saving.

Our GIA is a non-tax wrapped account that gives access to a broad range of investments, with no upper limit on the amount that can be invested.

Features and benefits at a glance

 

  • Over 5,000 investments (as at 31 December 2023), in a flexible account
  • Must be aged 18 or over and UK resident. 
  • Access to an international bond managed by Canada Life International. Assets will be held in the Canada Life International bond which can invest in funds that won't automatically deduct tax.
  • Up to four joint holders.

GIA for companies and trustees

The GIA can also be used by charities, registered pension schemes, trustees and limited companies.

The value of an investment can fall as well as rise and isn’t guaranteed. Your client could get back less than they invest.