Nutmeg in partnership with IPSE

IPSE members get 6 months free portfolio management fees and 25% off financial planning and financial advice.

To use your 25% off financial planning and financial advice visit our Advice Hub and book a free initial call, entering your IPSE membership number on the booking form.

To invest with Nutmeg and take advantage of the 6 months free offer, enter your details into the form below and click continue.
See terms & conditions.

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How much does it cost?

Choose an investment style to see how much you'd pay


If you invest

£25,000

Your Nutmeg fee will be

£/week

There are no additional Nutmeg fees:

£0 Set-up fees
£0 Transaction fees
£0 Trading fees
£0 Exit fees

Additional costs of investing

  • Average investment fund costs, paid to fund providers:
    • Fixed allocation ...
    • Fully managed ...
    • Socially responsible investments ...
  • Average effect of market spread of ... per annum

Understanding the costs of investing

Transferring a part of your investment to another person, company, or entity without converting it to cash is known as an in-specie transfer. If you want to do this with any of your Nutmeg investments, we charge £20 per line of stock.


Three investment styles. One great service.

We offer three investment styles for you to choose from‌. All of our portfolios are diversified across asset classes, countries and sectors.

Remember, with investment your capital is at risk. The value of your portfolio could go down as well as up and you may get back less than you invest.


6 months 0% portfolio management fee

Availability
  1. This offer is only open to New customers who are members of The Association of Independent Professionals and the Self-Employed (IPSE). These customers are individuals who:
    1. have not invested with, or used the services of, Nutmeg Saving and Investment Limited (“Nutmeg”) before;
    2. in Nutmeg’s reasonable opinion, are capable of being accepted as a customer of Nutmeg, in accordance with the requirements of Nutmeg’s Standard Terms and Conditions, and all applicable law; and
    3. are recognised by IPSE as a member with an official membership number which shall be entered during signup on Nutmeg’s IPSE promotion page to apply the offer.
  2. This offer can be used:
    1. in conjunction with the 25% off financial advice and financial planning offer for IPSE members.
  3. This offer cannot be used:
    1. in conjunction with any other Nutmeg offer or promotion except the 25% off financial advice and financial planning offer for IPSE members in accordance with clause 2a; or
    2. to invest into a 100%-cash pot.
Validating the offer
  1. In order to validate this offer, and benefit from the promotional 0% per annum portfolio management fee (“Promotional Fee Rate”) for 6 months, you must do each of the following
    1. Sign-up via the offer’s IPSE promotion page and enter your email address and IPSE membership number; and
    2. Fund your new Nutmeg product:
      1. In the case of Nutmeg ISA, General Investment Account, or Pension by making a minimum initial investment of £500;
      2. in the case of a Nutmeg Lifetime ISA by making a minimum investment of £100.
When and how the offer will be applied
  1. The Promotional Fee Rate will be applied within one (1) month of the funds in the new Nutmeg customer’s account first being traded (“First Traded Date”).
  2. After a period of six (6) months with no fees the standard Nutmeg fees will be applied. Details available here.
General
  1. Nutmeg reserves the right to withdraw the offer at any time without prior notice in cases of suspected abuse, fraud or violation of its rules.
  2. This offer, the ISA, GIA, LISA and Nutmeg Pension, and transfers and withdrawals, are subject to, and governed by, Nutmeg’s Standard Terms and Conditions and the general law. If there is a conflict between (a) the terms of this offer; and (b) Nutmeg’s Standard Terms and Conditions the latter will prevail.

Nutmeg Saving and Investment Limited is authorised and regulated by the Financial Conduct Authority, whose address is 12 Endeavour Square, London E20 1JN, www.fca.org.uk. Our firm registration number is 552016. Nutmeg is covered by the Financial Services Compensation Scheme. There is more information about this in our Standard Terms and Conditions



25% off Financial Advice and Financial Planning

Availability
  1. This offer is open to both Existing and New customers who are members of The Association of Independent Professionals and the Self-Employed (IPSE).
    1. Existing customers are individuals who are customers of Nutmeg Saving and Investment Limited (Nutmeg) that have opened an account before 13/01/2020.
    2. New customers are individuals who:
      1. have not invested with, or used the services of, Nutmeg before; and
      2. in Nutmeg’s reasonable opinion, are capable of being accepted as a customer of Nutmeg, in accordance with the requirements of Nutmeg’s Standard Terms and Conditions, and all applicable law.
    3. IPSE members are individuals who are recognised by IPSE as a member with an official membership number which must be entered during the booking process or declared on the phone during your call with a Nutmeg financial adviser or financial coach to apply the offer.
  2. This offer can be used:
    1. In conjunction with the 6 months no management fees offer for IPSE members.
  3. This offer cannot be used
    1. in conjunction with any other Nutmeg offer or promotion except the 6 months no management fees offer for IPSE members.
Validating the offer
  1. In order to validate this offer, and benefit from the promotional 25% off Financial Advice and Financial Planning costs (“Advice Promotional Fee Rate”), you must do each of the following:
    1. Sign-up via Nutmeg’s Financial Advice pagefor an initial free call with a Nutmeg financial adviser or coach.
    2. Insert your IPSE membership number when booking your call via the Nutmeg booking portal.
    3. In the event you do not insert your IPSE membership number during the booking process, please inform the Nutmeg financial adviser or coach that you are an IPSE member and provide your IPSE membership number during your call.
    4. Failure to declare your IPSE membership number during the booking process or during your call with a Nutmeg financial adviser or coach will result in the promotion not being applied.
When and how the offer will be applied
  1. The Promotional Fee Rate will be applied after the customer’s IPSE membership number is confirmed and will be reflected in any invoice for the Financial Planning or Advice service.
  2. For the avoidance of doubt and in accordance with clause 2d, the offer will not be applied in the event the customer fails to declare their IPSE membership number during the booking process or their call with a Nutmeg financial adviser or coach.
General
  1. Nutmeg reserves the right to withdraw the offer at any time without prior notice in cases of suspected abuse, fraud or violation of its rules.
  2. This offer, the ISA, GIA, LISA and Nutmeg Pension, and transfers and withdrawals, are subject to, and governed by, Nutmeg’s Standard Terms and Conditions and the general law. If there is a conflict between (a) the terms of this offer; and (b) Nutmeg’s Standard Terms and Conditions the latter will prevail.
  3. Nutmeg charges management and other fees. The details are available here.
  4. Nutmeg reserves the right to change, terminate or withdraw this offer without prior notice due to unexpected operational constraints.

Nutmeg Saving and Investment Limited is authorised and regulated by the Financial Conduct Authority, whose address is 12 Endeavour Square, London E20 1JN, www.fca.org.uk. Our firm registration number is 552016. Nutmeg is covered by the Financial Services Compensation Scheme. There is more information about this in our Standard Terms and Conditions.