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.
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.
Before you decide to transfer please ensure you understand how the transfer will be made and that you won't lose any valuable guarantees or other benefits, or incur excessive exit fees. Pensions will be transferred as cash. Most groups will allow you to transfer ISAs, funds and shares as stock but if you choose to transfer as cash remember that you will be out of the market while the transfer takes place. This may work in your favour if the market falls but if it rises you will not benefit from any growth until your money is reinvested.
In Vantage you make your own investment decisions. Investments go down in value as well as up so you could get back less than you invest. Pension rules we refer to are those that currently apply; they could change in the future but you cannot normally access the money until at least age 55. Tax reliefs depend on your circumstances. This website is not personal advice, if you are unsure of an investment's suitability you should seek advice.
Mr Webb, Devon
Have a question?
Our Bristol-based Helpdesk is on hand to answer your questions, about Vantage or your investments in general. Simply call us on:
- Mon - Thu:
- 8am - 7pm
- 8am - 6pm
- 9:30am - 12:30pm