Manage your investments

With the outbreak causing volatility in the global markets, it’s possible that your investments may have fallen in value. 

Visit our Wealth Insights hub to keep up-to-date with our daily updates and our view of what might happen in the market.

There are a few things to consider before you decide to sell your investments.

It’s normal for stock markets to react to fast-moving events. Staying focused on your long-term plans can help you avoid panic selling. 

Selling when markets are low should be avoided if at all possible, as you could realise losses and you may miss out on the market recovery that can often follow. If you’ve chosen your own investments, you may be able to make some changes to your portfolio to make it more resilient.

If you’re still considering selling and your investments are held in a stocks & shares ISA, you could keep the cash sale proceeds in your un-invested cash account until you’re ready to invest again. This means the money would still retain the tax advantages associated with holding it in an ISA.

We’re currently unable to offer face-to-face advice in our branches. For details of the advice we can offer online and by video call, see our advice options.

For information about how to seek independent financial advice, visit the MoneyHelper.

If you need a Certificate of Interest (Tax Certificate) to complete your tax self-assessment, please send us a secure e-message in online banking or by using chat in the mobile banking app.

The Certification of Interest confirms the total amount of credit interest paid into an account over the tax year.

Once we receive your request, we’ll post this to you within 7 working days.