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Transfer to Vantage

Transfer to our
award-winning service

It's easier to manage your investments when you can see them all in one place. Plus receive cash back when you transfer. See terms and find out more.

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Receive cash back when you transfer

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.

Why transfer to Hargreaves Lansdown?

What can you transfer?

  • Stocks & Shares ISAs
  • Junior Stocks & Shares ISAs
  • Cash ISAs
  • Funds
  • Shares
  • Pensions & drawdown

Transfer now

Transfer and receive cash back

Transfer before 15 December 2015 and we will pay you between £20 and £500 if you transfer £5,000 or more. The money does not come from your investments; it’s a thank you from us. Terms apply.

You will receive your cash back after the offer closes and all your transfers are complete. To qualify automatically we must receive your transfer form by 15 December 2015. However, if you need more time to decide please let us know and we will extend this deadline for you (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 with your name and address.

All we ask is that you keep your investments with us for at least a year; we will reclaim your cash back if you decide to transfer away or close your account within 12 months. Please note, lodging share certificates into Vantage will not qualify for cash back.

You transfer We pay you
£5,000 - £19,999 £20
£20,000 - £49,999 £50
£50,000 - £99,999 £100
£100,000 - £124,999 £250
£125,000 or more £500

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 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.

Transfer online

Transfer online

Available to existing clients with an online account

Transfer online

Transfer by post

Transfer by post

Available to new clients and all existing clients

Transfer now


It's free to transfer funds (unit trusts and OEICs) held inside or outside from an ISA from over 30 companies by telephone. Find out more

Watch our videos on how to complete a transfer form

What our clients say

Some of the awards we have won