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Our ongoing services

If you’re a Monitored Informed Investing (MII) ongoing service customer, you should have received – or will shortly be receiving – a letter from us that tells you about our new ongoing service we’re offering to move you into.

We're inviting you to switch into our new service

Whilst MII has helped thousands of customers experience a smooth investment journey for over a decade, we’re constantly looking for new ways to provide continued support to our customers. This had led to us developing our new ongoing service, which also means we plan to close MII in the near future.

We believe our new ongoing service offers more options to suit the different circumstances of our customers.

You could benefit from:

  • An ongoing service option suited to your needs
  • Paying a lower ongoing charge
  • More cost effective fund options
  • Enhanced online access to check your investments
  • Personalised quarterly reports and Skipton Insight emails
  • Help boosting the tax-efficiency of your portfolio
  • Dedicated branch, telephone and Skipton video link support

Your next steps

I've already received a pack

If you’ve already received a pack and are ready to take up the offer, simply check and sign the form included in the pack and return to us in the envelope provided. We’ll take care of the rest.

I haven't yet received a pack

If you haven’t yet received a direct offer pack from us in the post, you’ll be contacted shortly.

In the meantime, if you want to speak to us you can either call us on 0800 011 3834 or request a call back.

Your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise. We cannot guarantee the proposed funds will perform better than the MII funds you’re currently invested into. Past performance is not a guide to future returns.

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To help maintain service and quality, some telephone calls may be recorded and monitored.

Site intended for UK residents only. Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice.
Principal Office, The Bailey, Skipton, North Yorkshire, BD23 1DN.

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