Important Changes to Savings Schemes

Closure of the Savings Schemes

Our STOCKPLAN and ISA savings schemes are currently administered by Halifax Share Dealing Ltd. (HSDL) who are withdrawing from the business of administering investment trust savings  schemes. We are therefore required to make alternative arrangements for all our schemes.
After an extensive review of alternative providers, we have arranged for a transfer of the scheme investments to the AJ Bell Youinvest share dealing platform.

The SIT Savings ISA, STOCKPLAN and STOCKPLAN: A Flying Start Schemes are being withdrawn and investors, unless they choose another option, will transfer to AJ Bell Youinvest on 10 November 2017.
If you hold Scottish Investment Trust Shares through one of these schemes we will have written to you, copies of these letters are reproduced here:

SIT Savings ISA


STOCKPLAN (In joint name or designated)

STOCKPLAN: A Flying Start

Questions and answers document

Terms and conditions of the Savings Schemes that are being withdrawn.