About us

HBOS is a major UK company, with over 72,000 employees and the biggest private shareholder base in the country. We provide retail, business and corporate banking, as well as insurance and investment services through our multi-brand strategy in the UK and internationally.

We’re also the UK's largest mortgage and savings provider and the number one provider of new investment products, as well as one of the UK's leading general insurers, with a reputation for excellence in the provision of corporate finance - delivering innovative funding solutions across a range of markets.

About BoSIS

Bank of Scotland Investment Service (BoSIS) is a specialist business within HBOS – and one of our big success stories.

Established in 2001 when Halifax bought the operating assets of Equitable Life, BoSIS provides financial planning solutions to the Group’s private and corporate clients. It means that our Client Managers benefit from a rich and varied source of leads from across the Group – including Regulated Sales (our branch based Personal Financial Advisers (PFAs)), Private and Corporate Banking colleagues.

Our market leading product range is supported by the investment expertise of our in-house fund manager, Insight Investment, together with funds from Newton, Schroders & UBS. We pride ourselves on a truly client-focused business approach and a full understanding of clients needs. We offer:

• Quality advice from experienced and qualified Advisers;
• A partnership approach to the development of propositions and achievement of objectives;
• Strong investment performance matching appetite for risk;
• Flexible contracts;
• Choice – clients can conduct business online, over the telephone or face-to-face.

We are also extremely proud of being the UK’s most productive sales force. BoSIS Client Managers write more business than any other comparative organisation; a tribute to the quality of our propositions but fundamentally supported by the quality of our people.

About our culture

At BoSIS, we like to be different. We encourage an open and honest working environment where everyone has a voice, feels valued and can share ideas. Teams are also important to us because they promote a better understanding of our goals and standards. We want our people to communicate with one another, approach challenges with confidence and benefit from the best possible support.

It breaks down like this:

• We are open and honest - what you see is what you get;
• We treat everyone equally – whether it’s customers, staff or visitors, everyone is shown respect;
• We are results-driven - always looking for more ways to move forward and over-achieve;
• We are client and sales focused - consistently offering high-quality advice and being open to sales opportunities;
• We listen – welcoming contributions from every part of the business and acting on them to make HBOS an even better business to work in.