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.


Offers

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?

  1. 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.
  2. Read the Key Investor Information about the fund(s) you want to invest in.
  3. Complete the ISA transfer form and print off 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.
  4. 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

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.

 Call charges and information

NumberCost
03 numbersSame as calls to 01 or 02 numbers and they are included in inclusive minutes and discount schemes in the same way.
084 numbersMaximum of 7p per minute, plus your phone company's access charge.
087 numbersMaximum of 13p per minute, plus your phone company's access charge.
0800 numbersFree from UK landlines and personal mobile phones.

Calls may be recorded for training and quality purposes.