Transfer to the UK's leading investment supermarket

Transferring can save you time and money

• Make your investments easier to manage
  Save time with just one website, one statement and one consolidated tax certificate for all your investments. Plus, our online service allows you to link accounts of family members so you can manage multiple accounts quickly and easily.
  Video: Managing your Vantage account
• Annual savings of up to 0.5% every year on funds
  You could save £1,000, over 10 years on a transfer of £40,000, with our annual loyalty bonuses of up to 0.5% on more than 1,000 funds.
• Revive poorly performing investments
  If you hold poorly performing investments why not transfer to Vantage and select a new investment? You make your own investment decisions in Vantage and can choose from more than 2,000 funds with absolutely no initial charge, together with shares, investment trusts, corporate bonds, gilts and ETFs. Remember the value of investments can fall as well as rise so you could get back less than you invest.

Transfer free of charge

It's free to transfer ISAs and funds from over 40 providers. If your provider is not listed please contact our Helpdesk or your existing provider to check transfer terms. It's also free to lodge any share certificates into the Vantage Service.

If you're transferring a pension, please check you won't lose any valuable guarantees or incur excessive exit fees before submitting your transfer form. If you're transferring plans already in income drawdown, a word of caution: income drawdown in the Vantage SIPP doesn't include advice. So, if you currently receive advice, this will stop unless you arrange to receive it separately.

We make no charge to hold most funds within the Vantage Service, in fact as detailed above we could pay you through our loyalty bonus. A minority of funds (mostly tracker funds) incur a flat platform fee of £1 or £2 per holding per month to be held in the Vantage ISA, Junior ISA, Fund & Share Account and SIPP. You can check how much you will save or whether there is a charge to hold any of your funds using our loyalty bonus calculator.

Shares, investment trusts, ETFs, gilts and bonds incur an annual fee of 0.5% capped at £45 a year in the Vantage ISA and £200 a year in the Vantage SIPP. It is free to hold them in the Vantage Fund & Share Account.

Plus these benefits when you transfer...

• Free research
  Free subscription to our Investment Times magazine packed full of investment ideas, research updates and tax saving tips. We also monitor over 90% of the funds that our clients hold (by number of investors) and send Vantage investors regular fund updates by email.
• Portfolio analysis tool
  Access our award winning portfolio analysis tool which will help you analyse your portfolio. You can view sector and geographical breakdowns of your portfolio and much more.
  View the Portfolio analysis demo
• A specialist helpdesk on-hand
  Our Bristol-based Helpdesk is here to answer any questions you have about your portfolio or investing in general. There's no automated answering systems, just friendly, knowledgeable people.

Get a better service on your investments at a low cost. Transferring your investments to Hargreaves Lansdown is simple and straightforward, we do all the transfer legwork for you. Find out how to transfer now in three easy steps.

Transfer now in 3 easy steps

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