Investments

Investments

Saga offer a range of investment options to suit your needs.

See below for further information about the products we offer.


What Saga can offer you

Share Dealing

Competitive trading charges with no annual fees and a range of investment types. Provided by Equiniti Financial Services Limited. Capital at risk.

Saga Investment ISA

Choose from a range of Ready-made Portfolios or build your own. Our Investment ISA has low costs and is easy to set up. Powered by Tilney Bestinvest. Capital at risk.

Saga SIPP

Let our experts manage your SIPP or choose your investments yourself. We provide everything you need to make the most of your pension. Powered by Tilney Bestinvest. Capital at risk.

Which is right for you?

Share Dealing

Saga Share Direct offers a range of accounts and services for customers who are comfortable making their own investment decisions. 

Whether you prefer to trade online or by phone, Saga Share Direct offers a flexible and competitive way for you to trade, supported by a wealth of free-to-access information, education, tools and research. 

Saga Share Direct is provided by Equiniti Financial Services Limited.

Capital at risk.

Saga Investment ISA

Whether you’re investing for income, growth or both we have a Ready-made Portfolio to suit your aims.

Or if you’d prefer to choose your investments yourself, we’ll give you all the tools and research you need to make the most of your money.

Our Investment ISAs have some of the lowest costs around and can be set up in just a few minutes.

Powered by Tilney Bestinvest.

Capital at risk.

Saga SIPP

You’d be hard pushed to find anyone who knows more about retirement than we do, and our SIPP is testament to that.

We put you in control: you can either let our experts manage your money or use our research and tools to invest for yourself.

Whatever you decide, you’ll be sure of low costs and an easy-to use service.

Powered by Tilney Bestinvest.

Capital at risk.

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Supporting information

Shares are high-risk investments. Share prices and the income from them can fall as well as rise and you may not get back the full amount invested. Past performance should not be taken as indication of future returns. This service is not suitable for everyone. If you have any doubt whether it is suitable for you, you should obtain advice from a financial adviser. Saga Share Direct is an execution-only service, which means we do not offer advice.

SIPPs are not suitable for everyone. If you don’t want to invest across different asset classes or don’t think you will make use of the investment choices that SIPPs give you then a SIPP might not be right for you. Self-directed investors should regularly review their SIPP portfolio, or seek professional advice, to ensure that the underlying investments remain in line with their pension objectives.