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Transfer to Vantage

Make your investments easier to manage

Transfer ISAs, pensions, funds or shares worth £10,000 or more and you could receive a free Cross pen set worth £125 (terms below)

Transfer now

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?

Transfer offer cross pen set Receive a free Cross pen set worth £125 as a thank you

Offer terms: Transfer £10,000+ in ISAs, pensions, funds or shares (excluding certificates) by 10 November 2016 using a qualifying transfer form. If you need longer let us know as we may be able to extend the offer. Pen sets are sent within six weeks of transfers completing.


What can you transfer?

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


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

Telephone

Transfer by phone - 0117 900 9000

It's free to transfer investments from over 25 companies by telephone. Available to existing clients with online access.

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