Transfer to our
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.
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?
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. Deal shares from £5.95 and never more than £11.95 per deal online. View our Stocks & Shares ISA charges
Free to transfer ISAs and funds from over 40 providers
Terms and further details
Find out more about the Vantage Stocks & 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
New pension freedoms
Take advantage of the new rules and make unlimited withdrawals from age 55
No set-up or transfer-in fees. Annual Vantage charge 0.45% max and often less. Plus exclusive super-low annual charges on top-performing funds. View our SIPP charges
Find out more about the Vantage SIPP
Easier to manage
See all of your funds & shares together on one online account, or using our smartphone and tablet apps
FREE to hold shares in the Vantage Fund & Share Account
Plus low fund charges. View our Fund & 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 from £5.95 and never more than £11.95 per deal online
Find out more about the Vantage Fund & Share Account
What can you transfer?
- Stocks & Shares ISAs
- Junior Stocks & Shares ISAs
- Cash ISAs
- Pensions & drawdown
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 email@example.com 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.
||We pay you
|£5,000 - £19,999
|£20,000 - £49,999
|£50,000 - £99,999
|£100,000 - £124,999
|£125,000 or more
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.
Available to existing clients with an online account
Transfer by post
Available to new clients and all existing clients
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
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 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