Hargreaves Lansdown
Transfer to Vantage

Up to £1,000 cash back

when you transfer ISAs, funds, shares or pensions to Vantage by 5 November

Transfer now

Terms apply

Important information
In Vantage you make your own investment decisions. Investments can go down in value as well as up so you could get back less than you invest. Before transferring, please ensure you won't incur excessive exit fees. If you are transferring a pension please also check you will not lose any valuable guarantees or benefits. If you are unsure if an investment is suitable for you, please contact us for personalised advice.

If you want to improve the way you manage your investments, transferring them to the Vantage Service is easy - we will do all the transfer legwork for you.

Save money

Save money

Low cost dealing, exclusive low cost funds and competitive charges.

Save money

No dealing charges when you buy and sell funds. Deal shares from £5.95 and never more than £11.95 per deal online. Access to popular funds with exclusive low annual charges. Plus competitive account charges.

Easier to manage

Easier to manage

Manage all your investments in one place.

Easier to manage

One online account, one tax certificate and one Helpdesk to answer any queries. Plus manage you investments using our free smartphone and tablet apps.

Revive poor performers

Revive poor performers

Find an investment with more potential.

Revive poor performers

Choose from thousands of funds, shares, investment trusts, bonds, gilts and more. Looking for investment ideas? You could consider our Wealth 150, Master Portfolios and latest investment ideas.

Up to £1,000 cash back act by 5 November

Apply to transfer your investments and pensions by 5 November and we will send you a cheque for up to £1,000 as a thank you. Terms apply.

The more you transfer, the larger the cheque:

You transfer We pay you
£500,000+ £1,000
£250,000 - £499,999 £500
£100,000 - £249,999 £250
£50,000 - £99,999 £100
£25,000 - £49,999 £75
£10,000 - £24,999 £50
£5,000 - £9,999 £20

Cash back

ISAs, funds, shares and pensions transferred to our Vantage Service qualify for cash back.

Transferring share certificates does not qualify for cash back.

If you have any questions, or think you may be unable to meet the deadline of this offer, please contact us.

The offer must close on 5 November, so if you wish to transfer please act now to ensure you qualify. You must use a qualifying form to receive cash back.

It's easy to transfer

  • Free to transfer ISAs and funds from over 40 providers.
  • No transfer-in charge from Hargreaves Lansdown for ISAs, funds, shares or pensions.
  • If your provider charges we might be able to help. Please contact us.

Simply read the Key Features, Terms & Conditions and Important Investment Notes. If transferring a pension also read the Common Transfer Declaration and Transfer Checklist and check you will not incur excessive exit fees or lose valuable guarantees or benefits.

Completing one of our simple transfer forms should only take a couple of minutes, return it to our freepost address detailed on the form and leave the rest of the transfer to us.

Transfer by telephone

Transfer by telephone

It's FREE to transfer funds (unit trusts and OEICs) held inside or outside of an ISA from the following companies by telephone.

  • Aberdeen
  • Allianz Global Investors
  • Artemis
  • Aviva
  • AXA
  • BlackRock
  • Cazenove
  • Close Asset Management
  • Cofunds
  • F&C
  • First State
  • Fidelity
  • Henderson
  • Invesco Perpetual
  • Investec Asset Management
  • Jupiter
  • Kames Capital
  • Legg Mason
  • Martin Currie
  • M&G
  • Neptune
  • Newton
  • Old Mutal
  • PSigma
  • Rathbone
  • Royal London
  • Schroders
  • Skandia
  • Standard Life Investments
  • Threadneedle

Please note the free transfer offer only applies to the transfer of unit trusts and OEICs. If the company you wish to transfer from is not listed, please complete a transfer form and return it to our freepost address.

Transfer in two easy steps

Please read the important information below and our Key Features and Terms & Conditions.

Call 0117 900 9000 with your reference number from your existing provider. You can then leave the rest of the transfer to us.

Important information
You must be an existing Hargreaves Lansdown client with online access to your Vantage account to use our telephone transfer service, as we need to send the transfer confirmations to your online account. We can only take instructions to transfer investments into a sole account in your name, and we need to speak to the account holder. If you do not have online access, please go to our website to register before calling. If you are not an existing client, you can transfer using a transfer form.

Remember: Investments can fall as well as rise in value so you could get back less than you invest, If you are unsure about the suitability of transferring to Vantage, please contact us for advice.

Watch our videos on how to complete a transfer form

Why transfer to Hargreaves Lansdown?

Put simply I wanted to see at a glance where my money was, and what it was doing. Your transfer system was literally like falling off a log. It can't be made any easier to do, plus it was fast and efficient.

Mr Thompson - Leeds

Very helpful and knowledgeable staff; real people take calls – brilliant in this day and age. The best organisation I have ever dealt with in all my business life spanning 45 years.

Mr Smith, East Sussex

Excellent. I cannot believe how quick HL are. Nothing like the lumpy, clumsy, grudging communications I had with the insurance company from whom I have just transferred my SIPP

Mr Timothy Hamer, Oxfordshire

Telephone contact is excellent and invariably reveals a reassuring competence of the HL voices at the other end. The website is a wonder of information, deal execution facilities and easy navigation.

Mr Crawford, County Down

The Platforum - Direct Platform Awards 2014
Best Service 2014
The Platforum - Direct Platform Awards
The Platforum - Direct Platform Awards 2014
Best Direct SIPP Provider 2013 & 2014
Your Money Direct Awards
The Platforum - Direct Platform Awards 2014
Best Fund Supermarket 2014
Online personal wealth awards