Invest or transfer a lump sum into our Investment ISA, and the best part? It's tax-free
- Potential for tax-free* growth through annual and final bonuses**
- Transfer an existing ISA to us (up to £150,000)
- Invest from just £300
Invest for your future
Sheffield Mutual’s tax-free* Investment ISA - a convenient and flexible way to invest. It also has the potential to outperform cash ISAs over the longer term, whilst smoothing out the short-term ups-and-downs often associated with stocks and shares ISAs.
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Current interim bonus rate of 5.25%** (before 1.25% management charge)*** -
Access to your money if you need it**** -
Transfer an existing ISA to us -
Quick and easy application process
Risks you should be aware of
In certain circumstances your capital is at risk. A Market Value Reduction (MVR) may apply during adverse investment conditions.
*Tax treatment depends on individual circumstances and may be subject to change in the future.
**Bonuses are not guaranteed and the interim rate is not a reliable indicator of future performance.
***The charges on our Investment ISAs are being reduced from 1.50% to 1.25%.
Please note, the amendment to charges will not be back-dated and will apply only from 6th April 2023. Charges cover the cost of expenses incurred in setting up and maintaining policies.
****You can withdraw a minimum of £250 at anytime. A balance of £300 must remain in the plan.
Get an M&S or Love2Shop gift card
Quote INVEST2022 when applying for a new policy to receive up to a £50 gift card after your new policy starts. Terms and conditions apply. Up to £4,999 = £25 | £5,000 - £9,999 = £30 | £10,000 - £19,999 = £40 | £20,000+ = £50
Gift card promotion T&CSRequest an information pack
For more information on our Investment ISA or to transfer an ISA to us, please fill in your details below and we will send you out your information pack of choice. Sheffield Mutual will never sell your personal data to any third parties. We would, however, like to keep you up to date with Society news, offers, competitions and other products and services that we offer. We use MailChimp for our marketing/service emails. You can update your contact preferences easily at any time by phone, email, in writing or online.
Please read the full product information and Key Information Documents before applying.
Single Premium Investment ISA
Risks you should be aware of
Capital at risk. During adverse investment conditions you may get back less than you invested.
*Tax treatment depends on individual circumstances and may be subject to change in the future.
**Bonuses are not guaranteed and the interim rate is not a reliable indicator of future performance.
****You can withdraw a minimum of £250 at anytime. A balance of £300 must remain in the plan.
Regular Premium Investment ISA
Save for the medium to long-term with our flexible Regular Premium Investment ISA
- Save from just £30 a month
- Potential for tax-free* investment growth through bonuses**
- Access to your money if you need it****
Risks you should be aware of
Capital at risk. During adverse investment conditions you may get back less than you invested.
*Tax treatment depends on individual circumstances and may be subject to change in the future.
**Bonuses are not guaranteed and the interim rate is not a reliable indicator of future performance.
****You can withdraw a minimum of £250 at anytime. A balance of £300 must remain in the plan.
Why choose Sheffield Mutual
Trusted, fair & ethical
We do not invest knowingly or directly in industries relating to armaments, tobacco, gambling or pornography
About us
Dedicated team
Experienced and knowledgeable, our team is made up of professionals from a range of backgrounds and industries
Meet the team