• Step 1.
    Your details
  • Step 2.
    Plan details
  • Step 3.
    Payment Information
  • Step 4.
    Check and submit

Apply for a My Smarter (ISA)

Step 1. Your details

(DD/MM/YYYY) Min age 18, Max age 100

Contact information

Your address

Additional details

If you don’t have a National Insurance number, then please select 'No' above.

If you do have a National Insurance number, then please select ‘Yes’. If you don’t have it to hand, don’t worry, you can provide it later. We’ll write to you to tell you how to do this and as long as you provide it to us within 30 days your ISA plan will continue.

Please enter a voucher/fast track code if you have one

Don't worry if you don't have a voucher/fast track code. You can leave this field blank.

Choose your welcome gift

To say thanks for opening a My Smarter (ISA), we'll send you a welcome gift. All you have to do is choose which you'd prefer:

There's so much to chose from when it comes to spending money in Marks & Spencer - from fabulous wines and food, to clothes and goods for the home. You can take your pick when you choose this gift card

You'll receive your Naked Wines voucher by post, and you must be aged 18 or older to redeem it. It's an electronic voucher - a code and password - which you can use to buy up to £60 worth of wine or put towards a bigger purchase.

These's a standard £4.99 charge for delivery. If you have any problems redeeming the code, or have any other questions, just called Naked Wines on 01603 281869

When you open a My Smarter (ISA) you’re entitled to one free welcome gift from SunLife. We reserve the right to change or withdraw this gift entitlement, or limit the total number of gifts issued per customer. We also reserve the right to not issue a gift to any customer who has already held and cancelled a SunLife product.

You should receive your welcome gift within 28 days of your first payment.