Reignite your ISA with a Cash Boost of up to £300

Everyone likes a bit of a boost now and again. As someone who might already be in the habit of saving, we thought you should know about our latest Cash Boost offer.

Until 13th January 2020, top up your Kingston Unity ISA or open a new one and we will add a Cash Boost from £50 to £300 to your account.  Terms and Conditions apply.

The best bits

  • A Cash Boost of up to £300 – Open, top-up or transfer a Kingston Unity ISA between 14th October 2019 and 13th January 2020 and we’ll add a Cash Boost to your account.*
  • Harder working money – Although not an indicator of future performance, our Investment ISA has delivered a greater performance than Cash ISA interest since its launch in 2014.
  • Invest with confidence – Money-back guarantees on the 10th anniversary or subsequent 5th anniversary of your investment.
  • Member first – Surplus profits are returned to our members as an annual bonus. Bonuses are not guaranteed but once added, cannot be removed.
  • FSCS protected Your ISA is protected by the Financial Services Compensation Scheme up to £85,000.

Harder working savings invested with an honest approach

As a mutual, we are here to create returns for our Members and not for corporate profit. Our mutual ethos means our Members are our shareholders and all surplus profits are returned to them as a bonus. It is this mutual ethos that has been the bedrock of our society for over 178 years.

Uncertainty about the short-term future is the natural barrier to many investment decisions at the moment. However, in our view, this shouldn’t be a reason to delay your long-term investment plans and the potential to get more from your tax-free savings.

 

Make the most of your Society with our Autumn Cash Boost offer

Unlike many larger providers, we feel that both our potential new Members and existing Members should be rewarded.

This is why we always offer our ISA Cash Boost promotions to our existing Members as well as potential new ones – sharing the mutual ethos and delivering a fair opportunity to both new and existing Members to get more from their long-term savings.

 

Request your free ISA application pack

Request your free ISA application pack

Decide how you would like to receive your free application pack. Alternatively you can call us on 01924 240164 and we will be happy to help.

Looking for answers?

Contact the team. They're more than happy to answer any questions that you might have

Your money is protected by the Financial Services Compensation Scheme

Other Important Information

Tax liability
Under current legislation, any money received from this ISA will be free of tax and doesn’t need to be declared on a tax return.

Tax legislation may change in the future. If you’re in any doubt, please take advice from a professional tax adviser – you may be charged for this advice.

*Terms and Conditions apply. Read them here.

Please Note: You must confirm you have read the key facts, before downloading this document.

Key Facts about our services and costs

1. The Financial Conduct Authority (FCA)

The FCA is the independent watchdog that regulates financial services. This document is designed by the FCA to be given to consumers buying certain financial products. You need to read this important document. It explains the service you are being offered and how you will pay for it.

2. Whose products do we offer?

We offer products from the whole market

We only offer products from a limited number of companies

We only offer our own products

3. Which service will we provide you with?

We will advise and make a recommendation for you after we have assessed your needs.

You will not receive advice or a recommendation from us. We may ask some questions to narrow down the selection of products that we will provide details on. You will then need to make your own choice about how to proceed.

We will provide basic advice on a limited range of stakeholder products and in order to do this we will ask some questions about your income, savings and other circumstances but we will not:

  • conduct a full assessment of your needs;
  • offer advice on whether a non-stakeholder product may be more suitable.

We can only offer products from Kingston Unity Friendly Society. These products will enable you to:

  • protect yourself and your loved ones in the event of death
  • save and invest with the added benefit of protecting yourself and your loved ones in the event of death
  • provide benefit cover in the event of sickness

4. What will you have to pay us for our services?

Normally, if you buy a financial product direct from us, there will be no payments such as commission or fees payable. If there are any commission or fees payable, we will tell you how we get paid and the amount before we carry out any business for you.

5. Who regulates us?

Kingston Unity Friendly Society, 9 Navigation Court, Calder Park, Wakefield, WF2 7BJ is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and .the Prudential Regulation Authority. Kingston Unity Friendly Society’s FCA Registered Number is 110056.

Kingston Unity Friendly Society permitted business is advising and arranging life assurance and pensions business.

You can check this on the FCA’s Register by visiting the FCA’s website www.fsa.gov.uk/register or by contacting the FCA on 0845 606 1234.

6. What to do if you have a complaint

If you wish to register a complaint, please contact us:
…in writing Write to Kingston Unity Friendly Society, Complaints Department, 9 Navigation Court, Calder Park, Wakefield, WF2 7BJ. …by phoneTelephone (01924) 240164

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

7. Are we covered by the Financial Services Compensation Scheme (FSCS)?

We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Most types of insurance business are covered for 90% of the claim with no upper limit.

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