Stocks and Shares ISA literature

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Transfer authority form (PDF)

Use this form to transfer an ISA from another ISA provider to a Royal London Stocks and Shares ISA. If your client's opening a new ISA and transferring at the same time, please also submit an ISA application form.

Yes

Change of investment form (PDF)

This form can be used to change your client's investment choices for the Royal London Stocks and Shares ISA.

New money in form (PDF)

If your client already has a Stocks and Shares ISA, use this form to transfer an existing ISA from another provider, start or increase their regular contributions, or apply a single contribution.

Withdrawal form (PDF)

Use this form if your client wants to take withdrawals from their Royal London Stocks and Shares ISA.

New adviser charge instruction (PDF)

Use this form to apply an ad hoc adviser charge, change/start an ongoing adviser charge or to stop any adviser charges to your client's ISA.

ISA Key Information Document (PDF)

This document provides you with key information about the Royal London Stocks and Shares ISA. It helps your clients understand the nature, risks, costs, potential gains and losses, and helps them compare it with other products.

Stocks and Shares ISA plan booklet (PDF)

This plan booklet details the Royal London Stocks and Shares ISA terms and conditions.

Fair Value Assessment - Individual Savings Account (PDF)

This Fair Value Assessment (FVA) demonstrates how the Royal London Stocks and Shares ISA meets the needs of the target market and helps to deliver good customer outcomes.

Pensions and investments terms of business (PDF)

Our pensions and investments terms of business sets out important aspects of doing business with us.

Stocks and Shares ISA key messages for suitability reports (PDF)

Find the key messages you need to compile your clients' suitability reports when you're recommending us as a preferred provider.

ProfitShare - how it works leaflet (client-facing) (PDF)

This leaflet explains how we aim to boost eligible customers' pension and ISA investments through ProfitShare. It includes an illustrative case study, eligibility criteria and dates for the award year.

How ProfitShare could make a difference leaflet (adviser-facing) (PDF)

This leaflet explains ProfitShare. It includes case studies, our ProfitShare track record, and explains the difference it could make to your clients' pension and ISA investments.

Stocks and Shares ISA key benefits leaflet (PDF)

Download this leaflet to discuss the features of Royal London's Stocks and Shares ISA with your client.

ISA charges case study (individual client) (PDF)

A client-facing case study illustrating how annual management charges apply across Pension Portfolio and the Royal London Stocks and Shares ISA. Includes worked examples comparing existing and new pension products alongside an ISA.

ISA charges case study (workplace client) (PDF)

A clear client-facing example demonstrating how annual management charges apply to workplace pensions and ISAs. Features a worked calculation to support client understanding.

A closer look at the Royal London Stocks and Shares ISA (PDF)

This guide provides information about who we are, what makes us different and why you should recommend our Stocks and Shares ISA for your clients.

Stocks and Shares ISA technical guide (PDF)

This guide provides in-depth information about the Royal London Stocks and Shares ISA, including details on product features, investment options, charges, remuneration and online service.

Pensions and investments remuneration guide (PDF)

This guide provides information about the different types of adviser charge available within the Royal London Stocks and Shares ISA.

Pensions and investments charges guide (PDF)

This guide provides information about the charges your clients will pay if they take out a Royal London Stocks and Shares ISA.

Choosing your investments guide (PDF)

This client-facing guide includes details about all our investment options for both pensions and our Stocks and Shares ISA, along with useful information about the benefits of investing.

Due diligence document (PDF)

This due diligence report outlines key information to help you demonstrate how we support the needs of you, your business and your clients.