Transfer free of charge
It's free to transfer NISAs 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 valuable guarantees or incur exit fees before submitting your transfer form. If you're transferring plans already in 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.
There is an annual charge to hold funds in Vantage. It is tiered within bands: 0.45% per annum on the first £250,000 of funds; 0.25% for funds between £250,000 and £1m; 0.1% for funds between £1m and £2m, and no charge on the value of funds over £2m. There is no annual charge to hold shares, investment trusts, corporate bonds, ETFs and other investments in the Vantage Fund & Share Account, however the annual charge to hold these investments in the SIPP and NISA is 0.45% (capped at £45 per annum in the NISA and £200 per annum in the SIPP).
Easy to transfer
Transferring your investments to Hargreaves Lansdown is easy. Once you have read our Key Features, Terms & Conditions and important transfer information, our simple form will only take a couple of minutes to complete. Return it to us and we will look after the rest of the transfer.