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Transfer to Hargreaves Lansdown

Step 1 - Read the important information below

  • In Vantage you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer an ISA, Child Trust Fund, Fund or Share please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Vantage Key Features, including the specific risks of any fund you have chosen.
  • Before you transfer a pension please read the HL Vantage SIPP declaration, Terms & Conditions (including tariff of charges), Important Investment Notes and the Vantage SIPP Key Features (including the Transfer and Contribution Checklists and Common Transfer Declaration) carefully. By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • If transferring, please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees.
  • Tax rules can change and the reliefs depend on your personal circumstances. Once in a pension your money is not usually accessible until age 55 (57 from 2028), up to 25% usually tax free and the rest taxed as income.

Step 2 - Download or request your transfer application

Use this application form if you wish to transfer existing Cash ISAs and Stocks & Shares ISAs to a Vantage Stocks & Shares ISA.
Use this application form if you wish to transfer a Junior ISA or Child Trust Fund (CTF) to a Vantage Junior ISA.
Use this application form if you wish to transfer existing funds and shares held outside of an ISA to a Vantage Fund & Share Account.
Use this application form if you wish to transfer existing pensions to a Vantage SIPP.

Already a client? Log in to transfer online

Step 3 - Complete and return your application

It takes just a few minutes to complete the transfer application form. If you have any questions about the application you can call our Helpdesk on 0117 900 9000 and we'll be happy to help. Once completed simply return it to the freepost address shown on the form.

We'll write to you to confirm receipt of your application and contact your existing investment provider to arrange the transfer. There's nothing more you need to do - we'll be in touch as soon as your investments have been moved to your Vantage Account.

Online transfer service - read the important information below

You can now transfer funds, ISAs and pensions from selected companies online. There are no forms to fill in - simply apply online, and we look after the rest of the transfer.

During the application, we will check if your investment can be transferred electronically. If it can, there will be no further paperwork for you to complete and we will proceed with the transfer. It is therefore important you read, understand and agree to the important information below. If you have any questions, please contact us.

If your investment cannot be transferred electronically online, you will be provided with a pre-completed form that you simply need to sign and return to us. Transferring could not be easier.

  • In Vantage you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer an ISA, Child Trust Fund, Fund or Share please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Vantage Key Features, including the specific risks of any fund you have chosen.
  • Before you transfer a pension please read the HL Vantage SIPP declaration, Terms & Conditions (including tariff of charges), Important Investment Notes and the Vantage SIPP Key Features (including the Transfer and Contribution Checklists and Common Transfer Declaration) carefully. By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • If transferring, please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees.
  • Tax rules can change and the reliefs depend on your personal circumstances. Once in a pension your money is not usually accessible until age 55 (57 from 2028), up to 25% usually tax free and the rest taxed as income.

Start your transfer online

You can use the online form to transfer funds, shares, ISAs or pensions. We recommend you have the documentation of your investments to hand as you will be required to enter details such as the policy or account number.


Transfer your investments by post

Simply click the appropriate button below to download your transfer application form or request a form by post.

Use this application form if you wish to transfer existing Cash ISAs and Stocks & Shares ISAs to a Vantage Stocks & Shares ISA.
Use this application form if you wish to transfer a Junior ISA or Child Trust Fund (CTF) to a Vantage Junior ISA.
Use this application form if you wish to transfer existing funds and shares held outside of an ISA to a Vantage Fund & Share Account.
Use this application form if you wish to transfer existing pensions to a Vantage SIPP.

I confirm I am applying to join the HL Vantage SIPP. I agree to be bound by the Scheme Rules, and acknowledge that these have been made available to me by Hargreaves Lansdown.

I confirm that I will be a relevant UK individual in any tax year in which personal contributions are paid.

I declare that the total contributions that I will make to the HL Vantage SIPP and any other Registered Pension Scheme where I am entitled to relief under Section 188 of the Finance Act 2004 will not exceed the higher of:

  1. The basic amount (currently £3,600) or
  2. 100% of my Relevant UK Earnings (within the meaning of section 189 of the Finance Act 2004) for that tax year.

This declaration and the particulars given in this application are, to the best of my knowledge and belief, correct and complete.

If an event occurs which means that I will no longer be entitled to relief under to Section 188 of the Finance Act 2004, I will inform Hargreaves Lansdown Asset Management by 5th April of the tax year in which the event occurs or 30 days after the event if later.

If I make a contribution, of which part or all is not eligible for tax relief, I will notify you separately in writing on or before the date of the contribution. I will advise Hargreaves Lansdown Asset Management Ltd, in writing, within 30 days if I cease to be a United Kingdom resident.

I have not received advice from Hargreaves Lansdown regarding the merits of entering into, or the suitability of any aspect of the HL Vantage SIPP unless that aspect has been covered under a separate agreement for individual advice from a Hargreaves Lansdown Financial Adviser. If I have any doubts I will seek personal advice, in particular regarding the merits of the various pension options I may have available to me now and in the future.

I allow Hargreaves Lansdown to process my application using the information provided. This declaration and any other declaration made by me in connection with this application shall be the basis of the contract between me and Hargreaves Lansdown Asset Management Ltd.

I confirm I have not registered with HM Revenue and Customs to protect pension funds built up from a potential Lifetime Allowance tax charge.

In addition to the declaration please read the following statement regarding Hargreaves Lansdown's communications with you.

Hargreaves Lansdown Plc and its group companies will send or email you complimentary issues of our investment publications and information about new products and services. If you would prefer not to receive these, please do let us know. Your personal data will remain confidential, and will not be passed to any other organisation unless required to do so by law.