Our ongoing services

For the last 12 years, we’ve been helping thousands of our investors experience a smooth investment journey through our Monitored Informed Investing (MII) ongoing service. It’s designed to keep you informed about your pension and investments. To help you stay on course to reach your financial goals.

We’re excited to have launched a new ongoing service that we believe offers more options to suit different circumstances. We’re right here to help you choose an approach that’s right for you and your personal situation.

Depending on your circumstances, you could benefit from:

  • An ongoing service option more suited to your needs
  • Paying a lower ongoing charge
  • More cost effective fund options
  • More regular one-to-one meetings with members of our highly trained teams
  • Enhanced online access to check your investments

And in keeping with the MII service, you can still receive:

  • Personalised quarterly reports and Skipton Insight emails
  • Help boosting the tax-efficiency of your portfolio
  • Dedicated branch, telephone and Skipton video link support

We’re here to help you plan the next stage of your investment journey

If you are an existing MII customer, we'd like to invite you to a meeting to find out more about our revised service. And to help you check your financial plans.

With the way the world has changed since March 2020, this could be a really good time to catch up. Hopefully, the plans we originally helped you to make continue to stand you in good stead. But it’s worth taking a look at your MII investments, and if there have been any changes in your circumstances and priorities.

Use our video appointment service

The meeting isn’t complicated, and you don’t even have to leave the house. With everything going on right now, you might not want to visit a Skipton branch to have a meeting. Not to worry, as our Skipton Link video service means you can speak to us on a computer or tablet and talk about your plans.

Your next steps

We’re currently writing to all our MII customers to invite them to have a meeting to discuss the new service. If you’ve already received a letter and you’re ready to book a meeting, please get in touch.

If you’ve not received a letter yet but would like to have your meeting now, that’s absolutely fine. You can contact us in the following ways.

Speak to us

Speak to us

Call us on

Request a call back

Let us call you

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