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Transfer to the UK's leading investment supermarket

Up to £1,000 cash back as a thank you when you transfer ISAs, funds, shares or pensions to Vantage by 8 May

Terms apply

Consolidating your investments into Vantage could make them easier for you to manage and save you time and money.

Transfer now in 3 easy steps Transfer now in 3 easy steps

Important information
In Vantage you make your own investment decisions. Investments go down in value as well as up so you could get back less than you invest. This website is not personal advice, if you are unsure of an investment's suitability you should seek advice.

Most ISAs, funds and shares can be transferred as stock (remaining invested). Pensions will be transferred as cash. If you transfer as cash you will be out of the market during the transfer. This may work in your favour if the market falls but if it rises you will not benefit while you hold cash. Before transferring, please ensure you won't lose any valuable guarantees or benefits or incur excessive exit fees.

Vantage enables you to manage your ISAs, funds, shares and pensions together in one account - saving you time, money and making your investments easier to manage.

Step 1

Having read the important information

Download a
transfer form

Step 2

Return the form to us at our free post address:

Hargreaves Lansdown
FREEPOST
RSGU-SAHT-BKZL
Bristol
BS1 5HL

Step 3

Leave the rest to us

We will contact your current provider to arrange the transfer on your behalf

Transfer free of charge

It's free to transfer ISAs and funds from over 40 providers. If your provider is not listed please contact our Helpdesk or your existing provider to check transfer terms. It's also free to lodge any share certificates into the Vantage Service.

If you're transferring a pension, please check you won't lose valuable guarantees or incur exit fees before submitting your transfer form. If you're transferring plans already in drawdown, a word of caution: income drawdown in the Vantage SIPP doesn't include advice. So, if you currently receive advice, this will stop unless you arrange to receive it separately.

There is an annual charge to hold funds in Vantage. It is tiered within bands: 0.45% per annum on the first £250,000 of funds; 0.25% for funds between £250,000 and £1m; 0.1% for funds between £1m and £2m, and no charge on the value of funds over £2m. There is no annual charge to hold shares, investment trusts, corporate bonds, ETFs and other investments in the Vantage Fund & Share Account, however the annual charge to hold these investments in the SIPP and ISA is 0.45% (capped at £45 per annum in the ISA and £200 per annum in the SIPP).

Easy to transfer

Transferring your investments to Hargreaves Lansdown is easy. Once you have read our Key Features, Terms & Conditions and important transfer information, our simple form will only take a couple of minutes to complete. Return it to us and we will look after the rest of the transfer.

Act by 8 May and you could receive up to £1,000 cash back as a thank you

The more you transfer, the larger the cheque

You Transfer We pay you
£500,000+ £1,000
£250,000 - £499,999 £500
£100,000 - £249,999 £250
£50,000 - £99,999 £100
£25,000 - £49,999 £75
£10,000 - £24,999 £50
£5,000 - £9,999 £20

What can you transfer?

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

Please note, the transfer of share certificates will not qualify for cash back. See full terms of offer.

The offer must close on 8 May, so if you wish to transfer please act now to ensure you qualify. You must use a qualifying form to recieve cash back.

Benefits of transferring to Vantage

  • Easier to manage - see all your investments together in one statement and one online account. Reduce your paperwork and manage your investments how you choose, via our website, our smartphone and iPad apps, by telephone or post.
  • Low-cost dealing - no dealing commission charged when you buy and sell funds, plus buy and sell shares from £5.95 and never pay more than £11.95 per deal online.
  • The best service - calls answered promptly by a graduate in Bristol, with no automated lines. The majority of emails receive a response on the day of receipt and letters are generally answered within 24 hours.
  • Revive poorly performing investments - if you hold investments which aren't performing, why not consider transfering them to Vantage and selecting a new investment with more potential?
  • Your gateway to the lowest-cost funds - access to super low-cost funds where we have negotiated lower annual management charges for our clients.
  • Huge range of investments - choose from thousands of funds, UK, European and North American listed shares, investment trusts, bonds, gilts, ETFs and more.


Hargreaves Lansdown is authorised and regulated by the Financial Conduct Authority.

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