The Wesleyan With Profits Stocks and Shares ISA

A way for NAHT members to make the most of their tax-free ISA allowance.

Offering relevant products and services to our members is of paramount importance to us; that’s why we’re delighted to introduce the Wesleyan With Profits Stocks and Shares ISA as a way for NAHT members to make the most of their tax-free ISA allowance and meet important savings goals.  

Why choose Wesleyan?

Wesleyan Assurance Society was founded more than 180 years ago. As a mutual organisation with no shareholders, Wesleyan focuses entirely on its members, and because it supports thousands of education professionals every year, you can have confidence that your finances are in good hands.

An ISA with smoother returns

Wesleyan’s With Profits Stocks and Shares ISA benefits from a 'smoothing’ process that reduces the ups and downs of investing. It does this by holding back some returns when market performance is strong to support any returns when the market experiences losses, so you can worry less about market dips.

• Invest in a ‘With Profits Fund’, fully managed for you by Wesleyan’s award-winning investments team (‘Investment Team of The Year’ at the Insurance Asset Risk Awards 2023).
• Invest up to £20,000 tax-free in the 2024/25 tax year. Invest from as little as £50 per month or by a £1,000 lump sum deposit
• Transfer any existing ISAs into your account for one manageable investment.

Take a look at this video to find out more: 

Please keep in mind that the value of your investment can go down as well as up, so you could get back less than you invested.

You will not receive any investment advice or personal recommendation from Wesleyan. You should consider whether this investment will meet your needs and objectives and if you are unsure, contact a Financial Adviser. The Wesleyan With Profits Stocks and Shares ISA has an Annual Management Charge (AMC) of 1.2%. Before you apply, please ensure that you have read the Important Information and Key Features Document using the link below.

Learn more

(NAHT) is a trade union. Registered office: Centenary House, 93-95 Borough High Street, London, SE1 1NL. Telephone: 0300 30 30 333; website: www.naht.org.uk. NAHT is an Introducer-Appointed Representative of Wesleyan Assurance Society.

‘Wesleyan’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Advice is provided by Wesleyan Financial Services (Registered in England and Wales No. 1651212) who is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society . Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.