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How do I transfer other investments into my Investment Account?

Here's how it works:

  • You tell us about the account(s) you'd like to transfer. We'll need the name of your current provider, your plan or policy reference and the amount you want to transfer
  • We'll get in touch with your current provider
  • We might need a few more details from you, and some providers ask for a printed and signed transfer form. If we need something extra, we'll be in touch
  • You can track your transfer's progress in Online Service
  • We'll be in touch when your transfer is complete

Remember, if you're transferring other investments, they'll need to be sold. The cash value will then be transferred to us. This means you could be 'out of the market' while the transfer happens.

If you opened your account before 1 January 2023, give us a call on 03455 28 88 88 to start your transfer. We'll need you to print and sign and transfer form before we can get in touch with your current provider.


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