New offers. You could pocket a John Lewis voucher when you transfer to a Stocks and Shares ISA or SIPP by 10 December. Terms apply. Learn more
Transfer to HL
Transfer to the UK's #1 investment and savings platform
No set up or transfer fees from HL
Award-winning service and support
Thousands of investment options
Important Information – Before transferring check for exit fees and ensure you won’t lose any valuable guarantees or benefits. Our service is designed for people who want to make their own investment decisions. Unlike cash, the value of investments can go down as well as up, so it’s possible to get back less than you invest. This is not personal advice. Ask for financial advice if you're not sure whether transferring is right for you.
Important Information – Before transferring check for exit fees and ensure you won’t lose any valuable guarantees or benefits. Our service is designed for people who want to make their own investment decisions. Unlike cash, the value of investments can go down as well as up, so it’s possible to get back less than you invest. This is not personal advice. Ask for financial advice if you're not sure whether transferring is right for you.
Why transfer to HL?
Transfer your investments and savings to HL for better support, more investment choice, and a simpler way to manage your accounts.
Award-winning support
Our UK-based support team is available 6 days a week, and just a call away.
More choice
Choose from thousands of global investment options and access competitive savings rates from trusted banking partners.
Easier account management
View and manage your savings and investments all in one place - online or with the HL app.
How to transfer your investments and savings to HL
Once you’ve decided you want to transfer to us, you’ll usually just need to complete a simple online form – it only takes minutes. You'll need the name of your current provider and account or reference number.
You don't need to tell your current provider you're transferring - we'll do that for you.
Depending on what you're transferring and which HL account you're moving to, you'll be able to choose your investments during the application – or you can wait until your transfer is complete to make your decisions.
Just remember not to change your investments while your transfer is in progress, or this could cause a delay.
Once we’ve got your transfer details, we'll work with your current provider to complete the transfer to HL. Most transfers take two to six weeks. We’ll keep you updated along the way and contact you if we need anything.
Pocket a John Lewis voucher worth £150 or £200
Transfer £10,000+ to a new HL Stocks and Shares ISA by 10 Dec 2025 and get a £150 e-voucher. New HL clients only. See full ISA offer terms
Transfer £10,000+ to a new HL SIPP by 10 Dec 2025 and get a £200 e-voucher. Existing HL clients without an HL SIPP only. See full SIPP offer terms
Transfers must complete by 31 Jan 2026. Need more time? Contact us for a transfer extension. You'll then have until 28 February 2026 to start your transfer and until 30 April 2026 for your transfer to complete.
Vouchers emailed by 14 Mar 2026, or 13 Jun 2026 if you ask for a transfer extension.
If you withdraw or transfer money out of your ISA or SIPP before 31 January 2026 (30 April 2026 for extensions), you won’t receive the voucher if this takes your account balance below £10,000.
Which HL accounts can you transfer to?
HL Stocks and Shares ISA
Transfer existing ISAs from other providers and manage them all in one place, free from UK income and capital gains tax.
HL Junior ISA
Move your child’s savings to HL and invest in a wider range of funds, shares, and ETFs with the UK’s best-value Junior Stocks and Shares ISA.
HL Self-Invested Personal Pension (SIPP)
Consolidate old workplace or personal pensions into the UK’s most popular SIPP. Gain more control, flexibility, and investment choice.
HL Lifetime ISA
Transform your ISA and enjoy a 25% government bonus on future savings for your first home or retirement.
HL Cash ISA
Move existing ISAs to HL and access competitive interest rates from multiple UK banks - all in one tax-free place.
HL Fund and Share Account
Transfer general investment accounts, shares, or funds held outside an ISA or pension into HL’s low-cost, flexible dealing account.
Transfer your savings and investments today
Join the thousands who made the switch - more than 98,000 accounts transferred to HL over the past year.
Pay no set up fees
FREE
We don't charge anything when you transfer your accounts to us, and you won't pay set up fees.
Make sure to check for any exit fees from your current provider and compare all charges before deciding to transfer.
Our standard account charge is no more than 0.45%. Buying and selling funds is free. Other charges may apply depending on what you invest in.
Trusted by 1.9 million
Our clients trust us with over £155bn of their savings and investments.
Experience and security
Enjoy peace of mind. We've been helping clients save and invest securely for over 40 years.
Award-winning service
Over 200 awards, including 'Best Investment App' and 'Best for Customer Service' for 2025.
Transfer FAQs
Common questions about transferring to HL.
Still have more questions about transferring? Read more in our help section or contact our helpdesk.
Transfers typically take two to six weeks, but some may take longer depending on your current provider and the complexity of the transfer.
Your details must match. Delays can be caused by:
Incorrect or outdated personal details, e.g. name, address, National Insurance number, date of birth.
Account type differences, e.g. joint accounts must transfer to joint accounts.
Missing or incorrect account/reference numbers.
Trading activity during the transfer process.
Outstanding fees.
Current provider's name
Your account or reference number
Approximate value of your investments
Type of account you’re transferring
Yes, you can usually transfer only some of your investments. Your existing account will remain open. However, not all providers allow this, so contact your existing provider first to find out before starting your transfer.
To request a partial transfer, call us on 0117 906 7816.
Yes. When transferring to HL, you'll usually have two options:
Transfer as stock: Your investments are moved to HL without being sold, so you stay invested throughout the process.
Transfer as cash: Your investments are sold, and the resulting cash is transferred to HL. You can then choose how to reinvest the money once it arrives.
Still have questions about transferring?
Contact our Helpdesk
Our UK-based team is ready to help. Just call or send us a message.
Advice
The HL Financial Advice Service provides personal advice on tax planning, investment strategies and pension options.
We've won over 200 awards for our services
