Make your investments easier to manage
Transfer ISAs, pensions, funds or shares worth £5,000 or more by 5 May 2017 and we will pay you £20 to £500. The money is a thank you from us and won’t come from your account. The more you transfer, the more you receive – see below. Terms apply.
To qualify automatically, apply to transfer online or return a qualifying transfer form by 5 May 2017. However, if you need more time to decide please let us know and we will extend your deadline by up to three months for ISA, fund and share transfers, and six months for pensions. To request more time simply call our Helpdesk on 0117 900 9000 or email firstname.lastname@example.org with your full name and address.
You will receive your cash back after the offer closes and all your transfers complete. All we ask is you keep your account with us for at least a year. We may ask you to repay the cash back if you transfer away or close your account within that time.
Please note certified share transfers do not qualify for cash back.
|You transfer||We pay you|
|£5,000 - £24,999||£20|
|£25,000 - £49,999||£50|
|£50,000 - £99,999||£100|
|£100,000 - £149,999||£250|
If you wish to transfer, simply read the Key Features, Terms & Conditions and Important Investment Notes. If transferring a pension also read the Common Transfer Declaration and Transfer Checklist (in the Key Features) and check you will not incur excessive exit fees or lose valuable guarantees or benefits. Pensions are transferred as cash, unless otherwise arranged. ISAs, funds and shares can usually be transferred as stock (where you remain invested) or cash. When transferring as cash you are 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 while you hold cash.