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Personal Portfolio Funds

We’re making some changes

What’s changing?

The Personal Portfolio Fund(s) are currently based in the Republic of Ireland. Since the UK’s exit from the European Union, we expect it to become increasingly inefficient and costly for us to use Irish funds for our UK customers.

On 25 November 2022 all investments in the Irish-based funds will be transferred to an identical range of Personal Portfolio Funds in the UK. The only difference you’ll see will be the fund name.

This won’t affect your investment or its value. Your money will remain invested and will still be managed by the same expert team at Coutts & Co. 

After the transfer, you’ll also get a lower fund charge and added protection through the UK Financial Services Compensation Scheme.

What you need to know

Before the transfer takes place, we need to make some temporary changes to our online services.  You’ll still be able to view your investment(s) via the NatWest mobile app, online banking or website, but please note:

  • Between 18 – 28 November 2022 it won’t be possible to invest any new money, withdraw or transfer your money, or make any changes to any existing monthly payments. 
  • Any monthly payments due between 19 – 27 November 2022 won’t be taken or invested until 28 November 2022.
  • Between 19 – 27 November 2022 any money we receive from an ISA, Junior ISA or Pension transfer won’t be invested until 28 November 2022. 

Frequently asked questions

Speak to our team

If you'd prefer to speak to us, you can call the Help and Support team on 0345 877 7103. Relay UK: 18001 0345 877 7103.

Our lines are open Monday to Friday, from 9.30am to 5.00pm. We're closed Bank Holidays. Calls may be recorded.

 

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