workplace ISA.

Welcome to the WEALTH at work Workplace ISA website.

The restrictions to pension tax relief for higher earners and the desire to offer all employees additional savings choices have increased the demand for Workplace ISA.

An ISA currently provides the opportunity for individuals to invest up to £850 per month or £10,200 a year tax efficiently.

The WEALTH at work Workplace ISA is designed specifically for the workplace. Its virtues include:

• A link to HR and payroll
• Potential to hold corporate stock
• Fund choices may replicate your company pension scheme
• No initial charges for regular contributions
• Able to transfer shares from all employee share schemes
• Facilitate the diversification of existing share holdings
• Delivered via a bespoke website

In summary the principal benefits of Workplace ISA are:

• An accessible short and medium term savings choice for all employees
• A tax efficient alternative to pension for higher earners