TRANSFER YOUR EXISTING ISA TO VIRGIN MONEY

ISA Stocks and Shares - Best Direct Stocks and Shares ISA provider 2016

We already look after over £3 billion of our customers’ money across our range of investment funds.

If you’ve already invested, why not transfer Stocks and Shares ISAs you hold elsewhere to us? We can take care of everything – and our transfer process is simple and straightforward. Once you have completed and posted back the transfer form, our dedicated transfer team will take care of the rest.

Dedicated support

We’ll provide ongoing support throughout the transfer process.

No hidden fees

Clear and transparent pricing with no hidden fees. More informationabout ongoing charges.

Virgin Group deals

Access to exclusive Virgin Group offers and discounts.

Full control

Add lump sums, or start or stop regular payments at any time.

Compare our funds

Our funds give you easy access to different levels of risk and return. No need to spend time managing individual investments, it's all done for you.

See our main funds.

We also offer the Climate Change Fund. This only invests your money in hand-picked companies with strong environmental credentials.

Our main funds have an annual ongoing charge of 1% of the value of your investment which includes the costs of running the fund. The Climate Change Fund has an annual ongoing charge of 1.3%.

How do I transfer?

Read the Virgin Money Stocks and Shares ISA Terms & Conditions PDF opens in a new window and Keyfacts about Virgin Money services PDF opens in a new window.
Read the Key Investor Information about the fund(s) you want to invest in.
Bond and Gilt Fund PDF opens in a new window (PDF, 237 KB)
Bond, Gilt and UK Share Fund PDF opens in a new window (PDF, 179 KB)
Bond, Gilt, UK and Overseas Share Fund PDF opens in a new window (PDF, 180 KB)
UK FTSE All-Share Fund PDF opens in a new window (PDF, 232 KB)
Global Share Fund PDF opens in a new window (PDF, 176 KB)
Climate Change Fund PDF opens in a new window (PDF, 233 KB)
Download and complete an ISA transfer form PDF opens in a new window. If you are transferring from more than one ISA provider, you will need to complete a form for each one.
Send the form back to us at Freepost Virgin Money.

Our ISA Transfer team will take it from here to ensure that the transfer goes as smoothly as possible and we’ll be in touch again during the transfer process.

Please note the transfer of Stocks and Shares ISAs may take a number of weeks as it is dependent on the provider who currently looks after the ISA you are transferring to us.

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.

Frequently asked questions

Do transfers count as new contributions for the current tax year?: No, transfers don’t count as a new contribution. 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.
Can I transfer a Lifetime ISA to Virgin Money?: No. Virgin Money does not offer Lifetime ISAs or accept Lifetime ISA transfers.
Can I transfer a cash ISA into a stocks and shares ISA?: Yes, you can transfer money 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.
What fees are involved when transferring?: Virgin Money do not charge any fees for the transfer. You should check with your current provider whether any exit fees are payable to them.
How long does it take for the transfer to complete?: As the transfer process is reliant on a number of required financial checks and processes by Virgin Money and your existing ISA provider, transfer times vary and can sometimes take a number of weeks to complete.
Do you cover any exit fees charged by my existing provider?: Virgin Money does not cover any exit fees charged by your existing provider.
Can I transfer an innovative Finance ISA to Virgin Money?: No, Virgin Money does not offer Innovative Finance ISAs or accept Innovative Finance ISA transfers.
How do I transfer money from a Virgin Money Cash ISA to a Virgin Money Stocks & Shares ISA?: Follow steps 1-3 in the ‘How do I transfer?’ section above and post back your completed transfer form to Freepost Virgin Money ISA Transfers, PO Box 9522, Chelmsford, CM99 2AB.

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Sorry, we're not open on bank holidays.

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