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Savings Plans
Whether you want a nest egg for retirement or to give your child a head start in life, we have a variety of Savings Plans which could help. All managed by our expert fund managers.
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Our funds
Our funds
We have a comprehensive range of investment trusts and funds, which cater for a broad range of objective.
Investment Trusts
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Our funds
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Already a customer
You can securely manage your investments via the Investor Portal if you have a Savings Plan or myColumbia Threadneedle for OEICS & SICAVs through Threadneedle Investment Services Ltd.
Investor Portal – Our Savings Plans
myColumbiaThreadneedle – our funds through Threadneedle Investment Services Ltd
About us
Help and support
We have lots of useful information and insights available to view. You can also visit the Association of Investment Companies for more information about Investment Trusts.
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myColumbiaThreadneedle
Investing with us
Manage your Threadneedle OEIC investments with us and access educational material online, 24 hours a day.
Access educational materials and manage your investments with us through our online service, myColumbiaThreadneedle. It provides instant password protected access to your investments with us, 24 hours a day, at a time convenient for you.
Overview
Make a transaction
Make a new investment, top-up an existing investment, redeem or switch your holdings to another fund. Please note that you can only transact on myColumbiaThreadneedle if you are a direct customer (i.e. you don't invest via a financial adviser).
1
View your transaction history
Providing details of the transactions you have made.
2
Check the value of your investments
Access the latest value of your holdings in the My Investments section. View your valuation over different time periods as a total valuation.
3
Compare our funds
Within the Fund Selector section you are able to compare up to 10 different Threadneedle funds.
4
Plan for an investment goal
No matter what your investment goals are, My Plans enables you to create investment plans to see how much you should consider investing in order to achieve them.
5
Access educational material
From our glossary of financial terms to short animated videos on capital preservation, income and real-returns, our knowledge centre hosts an array of materials to help you to learn about financial products alongside the risk and rewards of investing.
6
Get started
Creating an account is quick and easy to do
Even if you don’t have any investments at the moment, you can register and still access our educational materials.
Linking existing investments
If you already have investments with us, you can link them to your myColumbiaThreadneedle account. To do this, please contact our client service team on 0800 953 0134* (Monday to Friday, 8am-6pm) and we will provide you with a secure activation code.
Once you have your activation code, please follow these simple steps below:
- Go to www.mycolumbiathreadneedle.com
- Click onRegister nowand enter your email address and create a password, memorable place and memorable date, and confirm you have read and agreed to the terms and conditions
- ClickHave your code? Link investments now
- Enter your secure activation code (previously provided over the phone) and your client reference number (a 10 digit number that can be found on correspondence you have received from us i.e. a recent statement)
- Click Next. You have now created your account. You will not need to use the activation code again. Next you want to access your account, please enter your email address and password in the login area on the homepage.
* Calls may be recorded
myColumbiaThreadneedle iPad app
Once registered for myColumbiaThreadneedle, you can download the myColumbiaThreadneedle app to view your portfolio of investments with us whenever you like.
You can view your portfolio as a whole or by account (e.g. ISA, JISA or General Investment Account) and see how your portfolio has performed over time. In addition, you can also view the transactions you have made on your portfolio, including new investments, transfers and withdrawals.
Please note: you cannot make transactions on the app.
Fraud Prevention
Your security is very important to us
We have a number of controls in place which are designed to protect our clients from fraud. These include information we will obtain from you when you register for the service, which will be used to identify you when you make transactions or change your details.
Frequently Asked Questions
Click here to find our full list of Frequently Asked Questions.
How can I access myColumbiaThreadneedle?
You can access myColumbiaThreadneedle by visiting: www.mycolumbiathreadneedle.com
Is the site secure?
Yes. When you create your account we will ask you to set a password, memorable place and memorable date, which you will need in order to login and when making transactions.
How do I get an activation code?
To request an Activation Code, please contact us on 0800 953 0134* (Monday to Friday, 8am – 6pm).
Do I have to use my activation code every time I login?
No, once your account has been activated you will just need to use the email address you registered with along with the password you created.
What transactions can I make on myColumbiaThreadneedle?
If you are a direct customer of ours, once you have created and activated your account you can make a new investment, top-up an existing investment, switch or sell holdings in investments
Can I get investment advice through myColumbiaThreadneedle?
No. Columbia Threadneedle Investments does not provide financial advice so you will not be able to get investment advice on myColumbiaThreadneedle.
If you are unsure about any aspects of your investment you should speak to a financial adviser. For details of one in your area please go to www.unbiased.co.uk or www.thepfs.org/yourmoney/find-an-adviser/. Please note that Columbia Threadneedle does not endorse either of these websites or the advisers found on it.
Who do I contact for further information?
If you have any other questions about myColumbiaThreadneedle, please contact us on 0800 953 0134* (Monday to Friday, 8am – 6pm).
* Calls may be recorded
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Login / Register
Access our latest educational materials, explore our fund range and/or make an investment. Get started by signing up or registering here.
myColumbiaThreadneedle
Access educational materials and manage your investments with us through our online service, myColumbiaThreadneedle. It provides instant password protected access to your investments with us, 24 hours a day, at a time convenient for you.
Types of investment
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
Read More