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
It's FREE to transfer funds (unit trusts and OEICs) held inside or outside of an ISA from the following companies by telephone.
- Allianz Global Investors
- Close Asset Management
- First State
- Invesco Perpetual
- Investec Asset Management
- Kames Capital
- Legg Mason
- Martin Currie
- Old Mutal
- Royal London
- Standard Life Investments
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
Call 0117 900 9000 with your reference number from your existing provider. You can then leave the rest of the transfer to us.
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?
Best Service 2014
The Platforum - Direct Platform Awards
Best Direct SIPP Provider 2013 & 2014
Your Money Direct Awards
Best Fund Supermarket 2014
Online personal wealth awards