How do I withdraw money from a policy or cash in my ISA?

Using My Plans

If you are registered for My Plans, you can log in to withdraw money from a policy or cash in your ISA.

1. In My Plans, on the My Plans summary, click 'More info' beside the policy you want to make a withdrawal from.

2. Under the Actions heading, click 'Make a withdrawal.'

Making a partial withdrawal

1. In the 'Withdrawal type' section, choose 'Specify amount.'

2.In the 'Withdrawal amount' section, enter the amount you want to withdraw. If you have invested in more than one fund, you can specify the amount that gets withdrawn from each fund. Select 'Let me specify the amounts' and enter how much you would like to withdraw from each fund in its 'Amount' column. Otherwise, your withdrawal will be equally proportioned from your funds.

3. Click 'Submit' to request the withdrawal.

Withdraw (cash in) full amount

1. In the 'Withdrawal type' section, choose 'Withdraw full amount.' If you want to close your account at the same time, check the 'Close account' checkbox

2. Click 'Submit' to request the withdrawal.  

If you don't have a My Plans account

If you are not registered for My Plans, or cannot manage your ISA using My Plans, send us a letter confirming that you wish to make a partial withdrawal or cash in your ISA.

Please quote your ISA policy number and ensure your letter is signed.

If you have a With-Profits ISA plan, please contact us to check whether a market value adjustment / reduction currently applies to your fund on encashment.

How long do we keep your information?

Once our relationship with you has come to an end, we will retain your personal information for a period of time that enables us to:

  • Maintain business records for analysis and/or audit purposes; or

  • Comply with record retention requirements under the law;

  • Defend or bring any existing or potential legal claims;

  • Deal with any complaints regarding our products or services.

We will delete your personal information when it is no longer needed for these purposes. If there is any information that we unable, for technical reasons, to delete entirely from our systems, we will put in place appropriate measures to prevent any further processing or use of the information.