Transferring an ISA to us is easy. And the great news is if you're transferring an ISA from a previous tax year, it won't have any impact on this year's ISA allowance.

Simply download the application pack and follow the instructions on the first page.

 Download the stocks and shares application pack PDF opens in a new window
(PDF, 3.43 MB)

You can also request a form by calling us on 03456 10 20 20.

Please note

You can transfer money from other stocks and shares ISAs and from cash ISAs. The amount you've already paid into your ISA this tax year still counts against your new ISA so be careful not to exceed the annual allowance.

When transferring money from the current tax year, the full amount in this year's ISA must be transferred. If you're transferring from a previous tax year you can transfer all or part of the ISA.

We do not currently offer an Innovative Finance ISA and cannot accept transfers from Innovative Finance ISAs.

Remember, the value of your investments can go down as well as up and you may get back less than you invest. This is a medium to long term investment so you should be prepared to invest your money for at least five years. Past performance is not a reliable guide to the future.

Like to talk to us?

03456 10 20 20

We're here:
8am – 9pm, Monday to Friday
9am – 6pm, Saturday
Sorry, we're not open on bank holidays.

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Calls may be recorded for training and quality purposes.