The Alliance Trust First Steps plan gives you the freedom to invest in over 3,000 UK listed securities. Whether you want to help fund a child's education, or help them onto the property ladder, you benefit from our wide investment choice and fair value charging structure. We charge on a transaction basis without set-up or annual plan charges.
- Wide investment choice
- Value for money - no annual plan charge
- Personal customer service
- A single view of all your investments
Wide investment choice
A First Steps Plan from Alliance Trust lets you select from more than 3,000 UK securities, including equities, fixed interest securities, Open Ended Investment Companies (OEICs), unit trusts and Exchange Traded Funds (ETFs).
Value for money
We don't make an annual plan charge and there are no set-up fees. We only charge for transactions that are carried out on your account.
Charges rebate
First Steps offers you the opportunity to have purchase charges rebated for Alliance Trust PLC. See Alliance Trust Plans Handbook for details.
Customer service
We are proud of our personal, knowledgeable customer service. Our experienced customer service teams provide you with a dedicated service.
Select SIPP for Children
In addition to our First Steps Plan, we also offer a pension for your children/grandchildren. Find out more about our Select SIPP for Children.
Alliance Trust Online
Now you can buy and sell the shares you want with a First Steps Plan. Where you want. When you want. With us.
To find out more click here.
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