Transfer your investments to HL
Bring all your ISAs, pensions, funds and shares together and give yourself more control
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 personal advice.
Why transfer to Hargreaves Lansdown?
Easier to manage
See all your ISAs together on one online account, or using our smartphone and tablet apps
Choose from a huge range of funds and shares. Clients could also consider our Wealth 150, HL Portfolio+ Service and latest investment ideas
No dealing charges when you buy and sell funds, plus a low-cost dividend reinvestment service and an annual fee of just 0.45% or less. Deal shares for £11.95 per deal online, or as little as £5.95 for frequent traders. View our Stocks and Shares ISA charges
Free to transfer ISAs and funds from over 40 providers
Terms and further details
Find out more about the HL Stocks and Shares ISA
Manage your pension yourself online, by phone and post or with our smartphone and tablet apps
Wide investment choice
Choose from thousands of funds, shares, investment trusts, bonds, gilts, ETFs and cash
Take advantage of the rules and make unlimited withdrawals from age 55 (57 from 2028)
No set-up or transfer-in fees. Annual Vantage charge 0.45% max. Plus exclusive super-low annual charges on selected funds. View our SIPP charges
Find out more about the HL SIPP
Easier to manage
See all of your funds and shares together on one online account, or using our smartphone and tablet apps
FREE to hold shares in the Vantage Fund and Share Account
Plus low fund charges. View our Fund and Share Account charges
One consolidated tax certificate
Make your tax return easier to complete
Low dealing charges
No dealing charges when you buy and sell funds, plus a low-cost dividend reinvestment service. Deal shares for £11.95 per deal online, or as little as £5.95 for frequent traders.
Find out more about the HL Fund and Share Account
Get a government bonus of up to £1,000
Adults under 40 can open a Lifetime ISA and transfer from an existing ISA or Help to Buy ISA and get a 25% bonus (up to £1,000 each year) to help fund a first home or later life. Other withdrawals usually subject to 25% charge
Easy to manage
Keep up-to-date with your investments online or using our new app for mobile and tablet
See the latest research and investment ideas from our experts to help you choose from a range of investments. Please remember investments can fall in value as well as rise, so you could get back less than you invest
No set-up or transfer-in charges, no charges for buying or selling funds and an annual fee of just 0.45% or less. Plus low cost income reinvestment service. See our charges.
Find out more about the HL Lifetime ISA
More about transferring
What can you transfer?
- Stocks and Shares ISAs
- Junior Stocks and Shares ISAs
- Cash ISAs
- Pensions and drawdown
- Help to Buy ISAs can be transferred to the HL Lifetime ISA>
How to transfer
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 for a period. 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.
Transferring your existing investments to Hargreaves Lansdown is easy.
- Select the investments you wish to transfer.
- If your investment can be transferred electronically online, there will be no further paperwork for you to complete and we will proceed with the transfer.
- If your investment cannot be transferred online, you will be provided with a pre-completed form that you simply need to sign and return to us.
We'll write to you to confirm receipt of your application and contact your existing investment provider to arrange the transfer. There's nothing more you need to do - we'll be in touch as soon as your investments have been moved to your HL Account.
Prefer to transfer by post? You can find our transfer forms here.
If you have any questions about the application you can call our Helpdesk on 0117 900 9000 and we'll be happy to help.
What our clients say
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 46 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 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