If you already have money invested in an Individual Savings Account (ISA), you may be worried that you're no longer invested in the correct funds.
For example, you might have taken out your ISA with the intention of saving for the future, so growth would have been your investment objective. Now, many years later, you may require income from your investment instead, making your initial choice no longer suitable. It could be time to re-asses and re-invest. By transferring your ISA to Allianz Global Investors, you can invest across our
extensive range of funds.
Additionally, you may have managed to build up quite substantial portfolios of ISA investments with a range of different investment managers. This can make it difficult and time-consuming to keep track of how your tax-free investments are performing, often with statements arriving from different providers at different times of the year. By transferring your ISA to Allianz Global Investors, you can enjoy the peace of mind of having an
award-winning manager and all your investments under one roof.
If any of these reasons apply to you, you may like to consider transferring your exsting ISAs. With a minimum transfer value of £1,000, it's easy to do.
Benefits of transferring your ISA:
- consolidated and simplified tax-free investments
- easy transfer process
- a wide choice of funds
