Advice and answers from the Moneybox Team

All topics

Registration

Everything you need to know about registering for a new Moneybox account

My Account

The basics of holding a Moneybox account

Deposits & Withdrawals

How to pay into and withdraw from Moneybox products

Round ups

How round ups work and how to customise your settings

Lifetime ISA

All about our Stocks & Shares and Cash Lifetime ISAs

ISA/GIA

How the ISA and GIA work, and the differences between the two accounts

Savings Accounts

Information on which savings accounts we offer and how each one works

Junior ISA

All about our Stocks & Shares Junior ISA

Pensions

Pension basics, plus how the Moneybox Pension works and how to transfer an existing pension to us

Investments

How investing works at Moneybox and information on the investment options we offer

ESG Investing

Information on our ESG (Environmental, Social & Governance) investment options

Transferring in or out

How to transfer an existing ISA or LISA in or out of Moneybox.

Move Money

How to move money between your Moneybox products

Pension Calculator

How our Pension Calculator works and the information you'll need to provide

Moneybox Mortgages

Information on our Mortgage advice service