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For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

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For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

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For shareholders, careers and company information.

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Why transfer to us?

If you have a Cash Individual Savings Account (ISA), Stocks & Shares ISA (or both) with another provider – we can help you bring them together with the ISA you’ve set up with us. There are a few reasons why an ISA transfer could benefit you:
  • Competitively priced
  • No set-up fee
  • No extra charge for switching funds
  • Access your account online
  • Easy and convenient to have your accounts in one place
Things to note: We're currently delivering Flexible ISA capability, which lets you take out and pay in money without affecting your annual ISA allowance. If your current ISA has this feature, this won't be available with us for a short period of time. We currently don’t support transfers from innovative finance ISAs, Help to Buy ISAs or Lifetime ISAs.

Things to think about before you transfer

It’s worth checking with your current provider if there’s a fee for transferring your money out. Keep in mind you could lose any potential growth while the transfer is processing as your money will not be invested in that time. If you are transferring from a Cash ISA, you will need to select an investment once your transfer has completed.