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.
If you want to improve the way you manage your investments, transferring them to the Vantage Service is easy - we will do all the transfer legwork for you.
Low cost dealing, exclusive low cost funds and competitive charges.
No dealing charges when you buy and sell funds. Deal shares from £5.95 and never more than £11.95 per deal online. Access to popular funds with exclusive low annual charges. Plus competitive account charges.
Easier to manage
Save time by managing all of your investments in one place.
One online account, one tax certificate and one Helpdesk to answer any queries. Plus manage you investments using our free smartphone and tablet apps.
Revive poor performers
Find an investment with more potential.
It's easy to transfer
- Free to transfer ISAs and funds from over 40 providers.
- No transfer-in charge from Hargreaves Lansdown for ISAs, funds, shares or pensions.
- You can transfer using our NEW online service - no forms are required from a growing number of companies.
The maximum charge to hold funds and shares in Vantage is just 0.45% per annum. Further details of our charges.
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 and check you will not incur excessive exit fees or lose valuable guarantees or benefits.
Completing one of our simple transfer forms should only take a couple of minutes, return it to our freepost address detailed on the form and leave the rest of the transfer to us.
Transfer and receive cash back
Transfer before 12 May 2015 and we will pay you between £20 and £500 if you transfer £5,000 or more. The money does not come from your investments; it's a thank you from us. Terms apply
All we ask is that you keep your investments with us for at least a year; we will reclaim your cash back if you decide to transfer away or close your account within 12 months.
To qualify automatically we must receive your transfer form by 12 May 2015. However, if you need more time to decide please let us know and we will extend this deadline for you (up to three months for ISA, fund and share transfers, and six months for pensions). To request more time simply call our Helpdesk on 0117 900 9000 or email email@example.com with your name and address.
Transfer by telephone
It's FREE to transfer funds (unit trusts and OEICs) held inside or outside of an ISA from the following companies by telephone.
- Allianz Global Investors
- Close Asset Management
- First State
- Invesco Perpetual
- Investec Asset Management
- Kames Capital
- Legg Mason
- Martin Currie
- Old Mutal
- Royal London
- Standard Life Investments
Please note the free transfer offer only applies to the transfer of unit trusts and OEICs. If the company you wish to transfer from is not listed, please complete a transfer form and return it to our freepost address.
Transfer in two easy steps
Please read the important information below and our Key Features and Terms & Conditions.
Call 0117 900 9000 with your reference number from your existing provider. You can then leave the rest of the transfer to us.
You must be an existing Hargreaves Lansdown client with online access to your Vantage account to use our telephone transfer service, as we need to send the transfer confirmations to your online account. We can only take instructions to transfer investments into a sole account in your name, and we need to speak to the account holder. If you do not have online access, please go to our website to register before calling. If you are not an existing client, you can transfer using a transfer form.
Remember: Investments can fall as well as rise in value so you could get back less than you invest, If you are unsure about the suitability of transferring to Vantage, please contact us for advice.