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Can the NS&I Direct Saver be held in a Trust?
No. Our Direct Saver is an account solely managed online and by phone, and the nature of some trusts makes it difficult to manage online and by phone where we accept instructions from only one named holder.
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Can the NS&I Investment Account be held in a SIPP or SSAS?
No. NS&I usually offers a number of products that can be held in a SIPP or SSAS, although some of these are not currently on sale. Those permissible for this purpose are either fixed term products or those that are expected to be held for a long period of time, and not account products that result in regular transactions. As our Investment Account product is generally used for regular savings transactions, it is unsuitable to be held in a long-term product such as a SIPP or SSAS.
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