The Bed and ISA season is here, and over the next few months, a significant portion of the 4 million current stocks and shares ISA holders will invest an impressive £25 billion into the stock market. Incredibly, ISAs have now outpaced personal pensions, attracting nearly twice the annual savings contributions seen in pensions across the UK. With the total value of stocks and shares ISAs reaching a staggering £400 billion, it’s clear that ISAs are a cornerstone of financial planning.
To support this growing market, BAT has partnered with IFAC to offer a newly streamlined Bed and ISA report exclusively for BAT members. Designed for simplicity, this updated auto-report features just ten questions—making it one of the most efficient SR reports available. Complete the questions, and you’ll receive a fully compliant, IFAC-verified Bed and ISA report ready to share with your clients.
Accessible to BAT members for a nominal document fee, this tool is designed to save you time while ensuring compliance. It’s a straightforward, hassle-free solution to meet your reporting needs this ISA season.
What is not to like? Get started today and elevate your service offering.