Transfer your ISAs
Transfer and make your life easier
Holding your ISAs in one place can give you more time to enjoy the things you love
Holding your ISAs in one place can give you more time to enjoy the things you love.
Transfer your ISA now
Transfer your ISA now
In our Stocks & Shares ISA 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 unsure if an investment is suitable for you, please contact us for personalised advice.
Best Investment ISA 2016/17
The Personal Finance Awards
Best ISA Provider 2014
Could you make more of your Cash ISAs?
The average Cash ISA currently pays a disappointing 0.46%. In this low interest rate environment, transferring your Cash ISA to a Stocks & Shares ISA would enable you to invest your money which could boost your returns.
Remember, unlike the security of cash, investments go down in value as well as up so you could get back less than you invest. For this reason those looking to transfer should be comfortable investing for the long term.
More about transferring a Cash ISA to a Stocks & Shares ISA
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
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.
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
Frequently asked questions about transferring your ISA
How much of my ISA can I transfer?
It is possible to transfer all or only part of your ISA allowance to a different provider.
However, if you have already made an ISA subscription for the current tax year, and wish to transfer that money to a new provider, you will have to transfer the total ISA.
How long does it take to transfer an ISA?
It typically takes two weeks to transfer a Stocks & Shares ISA, but can take up to four weeks.
You can transfer existing ISAs, whether Stocks & Shares ISAs or Cash ISAs, from other providers by simply completing a Stocks & Shares ISA transfer form and returning to us.
We will then contact your existing ISA provider to arrange the transfer.
When can I transfer my ISA?
You can transfer an ISA at any time, and you can transfer as often as you like. Remember, if you have saved into a fixed rate Cash ISA there may be a penalty if you transfer before the end of the fixed term.
View more Stocks & Shares ISA FAQs