Moneybox - Save and Invest app analytics for December 31

Turn your money into something greater with Moneybox. • Start investing in our range of funds with as little as £1 • Save for your first home with our market-leading Lifetime ISA • Find and combine your old pensions and build your retirement fund • Build wealth for the long-term with a Cash ISA or savings accounts All with an award-winning app used by over 1 million people across the UK. Capital at risk. All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest. Choose from our range of award-winning accounts: • Cash ISA • Lifetime ISA •Stocks and Shares ISA • Junior ISA • Personal Pension • Savings accounts Buy your first home with our market-leading Lifetime ISA: •Save up to £4,000 per year and get a 25% government bonus of up to £1,000 free every year •Get free Mortgage Advice •Browse over 90 lenders and find a mortgage that’s right for you *Government early withdrawal charge may apply to the Lifetime ISA. Moneybox Mortgage Advice is provided by Moneybox Mortgages Ltd. Your home may be repossessed if you do not keep up your mortgage repayments. Make the most of your tax-free allowance with our Cash ISA: • Save up to £20,000 per year, tax free • Get a leading interest rate on your cash • Up to 3 withdrawals every 12 months without impacting your rate Tax treatment depends on individual circumstances and may be subject to change in the future. Plan for your future with handy tools: • Sum-up your deposit with our Lifetime ISA Calculator • Fast forward your wealth with a ISA Time Machine Set up automations and build healthy habits: • Set up regular deposits and payday boosts • Round up your spending to the nearest pound • Save or your invest spare change Own a share of the biggest companies from just £1: • Invest in a Stocks & Shares ISA or a General Investment Account • Choose from our three expertly-curated starting options: Cautious, Balanced or Adventurous • Own shares in Tesla, Netflix, Disney and many more US stocks • Back socially-responsible funds considering ESG factors Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Build a retirement fund worth waiting for: • Track down your old workplace pensions with our free Pension • Detective service and combine them all into one place • Get a 25% bonus from the government on up to £60,000 per year in your Self-Invested Personal Pension Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future. Capital at risk. Moneybox is authorised and regulated by the Financial Conduct Authority with reference number 712935. Trusted and transparent: • Your savings and investments are covered by the UK government’s Financial Services Compensation Scheme up to a limit of £85,000 in the unlikely event that a fund provider is declared bankrupt. • For our investment products, we charge just £1 a month (subscription fee) and 0.45% of the value of your investments per year. There are fund provider costs on top of this - see in-app for detail. To help you get started, we do not charge the subscription fee for the first three months • There are no account fees for our Cash Lifetime ISA or Savings Accounts • We use bank level 256-bit TLS encryption for all your personal information. Ready to get started? Download Moneybox today.