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Transfer your ISAs

Cash back Stocks and Shares ISA

Transfer and make your life easier

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

Important information
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.

Why transfer to Hargreaves Lansdown?

Awards

Platforum award


Best Self-Select ISA Provider 2014
Investors Chronicle


Best ISA Provider 2014
Money Week

What can you transfer?

  • Stocks & Shares ISAs
  • Junior Stocks & Shares ISAs
  • Cash ISAs
  • Funds and shares


Receive £20 to £500 cash back

Transfer £5,000 or more by 16 December 2016 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 you must apply by 16 December 2016. However, if you need more time to decide please let us know and we will extend your deadline by 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.

Pensions, funds and shares transferred to Hargreaves Lansdown also qualify for cash back. Certificated 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

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

Some of the awards we have won

Frequently asked questions about transferring your ISA


  • 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.


  • 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.


  • 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.


  • ISA transfers do not count towards your annual ISA allowance.

    Any additional savings or investments you make within the tax year on top of your existing ISA savings and investments, will count towards your annual allowance for the tax year.


View more Stocks & Shares ISA FAQs

Choose how you would like to transfer

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.