MONEYBOX ISA

Peppertop

I have transferred an ISA which was a 2023 ISA from another provider to Moneybox.  I want to use my £20,000 allowance for this year to get an ISA with Moneybox.  Does this go into a new ISA pot or just tops up the £20,000 + that I have from the 2023 ISA.  The app does not make it clear.  With a bank online you see each year's ISA separately.  This is the first time I have used an app and  Moneybox have set me up with a direct debit from my bank to add money. Hope I have made myself clear.  When I send a message to Moneybox this question is not answered.     

masonic

It is very unusual for different years to be kept separate. Moneybox does not do this.

dunstonh

Back in the day, individual ISA (and PEP) years were often recorded and available to see.    It was common to see on old fashioned software.   However, with modern software you don't see that as much nowadays.

All that is required today from a rules point of view is a split between the current years subscription value and previous years combined.  And that is backend information (i.e. they can provide it when it is needed but doesnt need to be split on the valuation that the investor sees).