Halifax ISA Investor

[Deleted User]
[Deleted User] Posts: 0 Newbie
First Post
edited 18 April 2024 at 2:09PM in ISAs & tax-free savings
Halifax ISA Investor provided by Scottish Widows.  Has anyone use this product before?

I am looking at reviewing my investment and saving with a view for putting money away for X number of years each month.

Has anyone any experience of ISA Investor and any of its eligible funds?

Just for now scoping options..I am also looking at HSBC Global

Thanks

Comments

  • I have had this account for a number of years and recently closed the account. I only invested in UK FTSE 100 and invested and sold a few times. Straight forward to operate apart from you have to telephone them when you want to sell and they quote 7 to 10 days to action, although I found it to be a much shorter time.
  • Albermarle
    Albermarle Posts: 27,245 Forumite
    10,000 Posts Sixth Anniversary Name Dropper
    I have had this account for a number of years and recently closed the account. I only invested in UK FTSE 100 and invested and sold a few times. Straight forward to operate apart from you have to telephone them when you want to sell and they quote 7 to 10 days to action, although I found it to be a much shorter time.
    This is very old school. Most ISA's are operated on line and you can buy/sell in less than a minute.


  • I have had this account for a number of years and recently closed the account. I only invested in UK FTSE 100 and invested and sold a few times. Straight forward to operate apart from you have to telephone them when you want to sell and they quote 7 to 10 days to action, although I found it to be a much shorter time.
    This is very old school. Most ISA's are operated on line and you can buy/sell in less than a minute.


    Totally agree. You could request the sale in profit and with a sudden market crash you are at a loss.
  • dunstonh
    dunstonh Posts: 119,317 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    edited 18 April 2024 at 9:51PM
    .I am also looking at HSBC Global
    Which version and who with?

    I have had this account for a number of years and recently closed the account. I only invested in UK FTSE 100 and invested and sold a few times. Straight forward to operate apart from you have to telephone them when you want to sell and they quote 7 to 10 days to action, although I found it to be a much shorter time.
    ahh, the joys of how it used to be 30 years ago.

    However, what you had and what the OP is referring to are different services.  The OP is referring to their robo-service.  


    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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