Menu Menu Menu
Login Login Log in Search Search Search

Transfer existing funds and shares

Cash back Transfer to Vantage

Make your investments
easier to manage

It's easier to manage your investments when you can see them all in one place.

Transfer now

Why transfer to Hargreaves Lansdown?

  • 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. More about the Vantage Fund & Share Account

Transfer now

What can you transfer?

  • Funds
  • Shares
  • Investment trusts
  • Bonds/Gilts
  • ETFs
  • VCTs
  • Share certificates

Receive £20 to £500 cash back

Transfer funds and/or shares worth £5,000 or more by 5 May 2017 and we will pay you £20 to £500. The money is a thank you from us and won’t come from your account. The more you transfer, the more you receive – see below. Terms apply

To qualify automatically, apply to transfer online or return a qualifying transfer form by 5 May 2017. However, if you need more time to decide please let us know and we will extend your deadline by up to three months. To request more time simply call our Helpdesk on 0117 900 9000 or email transferoffer@hl.co.uk with your full name and address.

You will receive your cash back after the offer closes and all your transfers complete. All we ask is you keep your account with us for at least a year. We may ask you to repay the cash back if you transfer away or close your account within that time.

ISAs and pensions transferred to Hargreaves Lansdown also qualify for cash back and if you need more time, we will extend your deadline by up to three months for ISA transfers and six months for pensions. Certified share transfers do not qualify for cash back.

You transfer We pay you
£5,000 - £24,999 £20
£25,000 - £49,999 £50
£50,000 - £99,999 £100
£100,000 - £149,999 £250
£150,000+ £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

Telephone

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

What our clients say

Some of the awards we have won