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Transfer to HL hero

Transfer to HL

Cashback Available now when you transfer
Terms apply

Enjoy hassle-free investing

See all your investments in one place

Get started

Important information - Our service is designed for people who want to make their own investment decisions. Unlike cash, investments can go down in value as well as up so you could get back less than you invest. If you’re not sure if an investment is right for you, please ask for advice.

What you can transfer

  • Stocks and Shares ISAs
  • Junior Stocks and Shares ISAs
  • Cash ISAs
  • Help to Buy ISAs
  • Pensions and drawdown
  • Funds and Shares
  • Share certificates

Move investments from one HL account to another

You can use investments from your HL Fund and Share Account to open or top up an ISA or SIPP. This process is called a Bed and ISA/SIPP.

Learn more about Bed and ISA/SIPP

Why transfer?

More investing, less hassle

See everything with one login, including your family’s accounts.

Wherever suits you best

Use the HL app for mobile and tablet for on-the-go management.

All together now

Get greater clarity and control by bringing your pensions or ISAs under one roof.

Four reasons to transfer

See everything in one place

  • Log in online or with the HL app to see your investments anytime, anywhere.

Get a helping hand

  • We're in Bristol, where a real person will always answer the phone.

Take control of your money

  • Choose from thousands of shares and funds, or take inspiration from our investment ideas.

Rest assured

  • We're a FTSE 100 company, regulated by the FCA and trusted by over 1 million clients.

Cashback All your investments in one place

Transfer investments (including ISAs) to HL and get £50 to £300 cashback

Transfer investments worth £4,000 or more to HL and we’ll give you between £50 - £300. The money is a thank you from us, it won’t come out of your account or investments.

The more you transfer, the more you receive. This offer doesn't include transfers to the HL Junior ISA, HL Lifetime ISA (LISA) or HL Cash ISA. Terms apply.

To qualify you must apply by 30 June 2022. Need more time to decide? Complete the online extension form and we’ll extend the ISA and general investment application deadline for you by three months. Alternatively, call our Helpdesk on 0117 906 7816 or send a secure message through your online account.

You’ll receive the cashback payment within the last 10 working days of the next month, from the date that your last qualifying transfer completes.

The money will be paid into your HL Loyalty Bonus Account. To keep the cashback, all we ask is that you keep your account with us for a year.

You transfer We pay you
£4,000 - £9,999 £50
£10,000 - £19,999 £100
£20,000 - £39,999 £150
£40,000 - £59,999 £200
£60,000 - £79,999 £250
£80,000 or more £300

Transfer your pensions to HL and get £100 to £500 cashback as a thank you

Transfer pensions worth £10,000 or more to HL and we’ll give you between £100 - £500 cashback. The more you transfer, the more you receive. Terms apply.

To qualify you must apply online by 30 June 2022. Need more time to decide? Complete the online extension form and we’ll extend the pension application deadline for you by six months. Alternatively, call our Helpdesk on 0117 980 9926 or send a secure message through your online account.

You’ll receive the cashback payment within the last 10 working days of the next month, from the date that your last qualifying transfer completes.

The money will be paid into your HL Loyalty Bonus Account. To keep the cashback, all we ask is that you keep your account with us for a year.

You transfer We pay you
£10,000 - £29,999 £100
£30,000 - £59,999 £150
£60,000 - £89,999 £200
£90,000 - £109,999 £350
£110,000 - £124,999 £400
£125,000 or more £500

Share certificates

Although not included in the cashback offer, you can transfer share certificates to the HL Fund and Share Account.

Read about our dealing account

How transferring works

  1. You apply to transfer
  2. We contact your provider and start the transfer
  3. We keep you updated with progress
  4. We tell you when everything arrives
  5. When you’re ready, you start investing

We don’t charge anything to transfer to us. But it's a good idea to check if your provider charges exit fees, or if you'll lose any guarantees by transferring a pension.

When you're ready to transfer, apply with us. We'll take care of contacting your provider and arranging your transfer.

Any investments you bring arrive first, followed by cash.

Get started View our charges

Terms of the cashback offer – Spring 2022 – SIPP, ISA and general investment account transfers only

1. Subject to these terms and conditions, if you transfer an existing pension, ISA or general investment account from another platform, you will receive a cash amount depending on the amount you transfer (the “Offer”). The Offer is funded by us and the cashback will not come from your own cash or investments.

2. The Offer will be available between 6 April 2022 and 30 June 2022 inclusive (the “Offer Period”). If we receive your qualifying application within the Offer Period, even if the transfer itself isn’t completed until after the Offer closes, you will still qualify.

3. The cashback payment will be paid into your Loyalty Bonus Account which is separate from your other HL Account(s). You will receive the cashback payment within the last 10 working days of the next month, from the date that your last qualifying transfer completes. The payment date will be determined by us. The cash can be kept in your Loyalty Bonus Account for fee collection, withdrawn or moved into another of your HL accounts. If moved into an ISA or SIPP, it will count towards your annual allowance.

4. We ask you keep your HL account(s) for one year from the date that the last qualifying transfer completes . Please feel free to switch between investments and in or out of cash within your account, but if you decide to transfer away or close your account within 12 months of the date your transfer completes, then we reserve the right to reclaim the cashback paid. If cash is to be reclaimed, then you will be notified, and the cash will be taken within 7 days of the account closure or transfer out.

5. It isn’t possible to combine the value of transfers into accounts with different client numbers for the purpose of this Offer. The maximum amount of cashback you can receive under this Offer across all pension, ISA or general investment account transfers is £800.

Specific terms for SIPP transfers

6. If you transfer existing pensions with a total value of at least £10,000 from other providers to our platform in your HL Self-Invested Personal Pension or Drawdown pension, you will receive a cash amount between £100 and £500, depending on the total amount you transfer (the “Offer”).

7. The value of your cashback will be based on the cumulative total value of qualifying pension transfers made within the Offer Period. The value of the cashback paid will be determined in accordance with the tiers identified in the table accompanying these terms and conditions.

8. The Offer will only apply to cashback transfer forms coded TRCM3, OTD, OTK, OTP, OTS, CBE422A, received by us within the Offer Period. If transferring a drawdown pension, you must include a note requesting cashback with your postal application to qualify.

9. If you need more time to decide whether you want to transfer to us, please complete the extension form and we will extend the pension deadline for you by six months. Alternatively, call our Helpdesk on 0117 980 9926 or send a secure message through your online account.

Specific terms for ISA and general investment account transfers

10. If you transfer existing ISAs or general investment accounts with a value of at least £4,000 from other providers to our platform in your HL Stocks and Shares ISA or HL Fund and Share Account, you will receive a cash amount between £50 and £300 depending on the total amount you transfer.

11. The value of your cashback will be based on the cumulative total value of qualifying ISA and general investment account transfers made within the Offer Period. The value of the cashback paid will be determined in accordance with the tiers identified in the table accompanying these terms and conditions.

12. The Offer will only apply to cashback transfer forms coded: TRCM1, TRCM2, OTD, OTS, OTP, OTK, CBE422B, TELEC received by us, within the Offer Period.

13. If you need more time to decide whether you want to transfer to us, please complete the extension form and we will extend the ISA and general investment deadline for you by three months. Alternatively, call our Helpdesk on 0117 906 7816 or send a secure message through your online account.

Exclusions

14. The following are excluded from the Offer: (1) the transfer of a Junior SIPP, Junior ISA, Child Trust Fund, Lifetime ISA or defined benefit/final salary pension; (2) new money cash subscriptions into any existing HL Account; (3) the lodgement of certificated shares; (4) movements of investments or cash already held on the HL platform, including switches or transfers between or within existing HL accounts or income and interest received on any assets held in those accounts.

General

15. We reserve the right to remove or suspend the Offer if necessary, including for legal or regulatory reasons or otherwise, by posting a notice on our website. If the Offer closes early, all qualifying applications already received at the time of the posting of the notice will still be accepted.

16. We also reserve the right to determine how the cashback payment is calculated. Therefore, if you are not sure how your transfers will be treated under the terms of this Offer, please contact us before you apply to transfer. By submitting a qualifying application, you agree to be bound by the terms of this Offer.

17. These terms are governed by the laws of England and Wales and subject to the exclusive jurisdiction of the courts of England and Wales.

18. This Offer is provided by Hargreaves Lansdown Asset Management Limited, which is a limited company registered in England & Wales with the company number 01896481, whose registered office is 1 College Square South, Anchor Road, Bristol, BS1 5HL. References in these terms and conditions to “our”, "us" or "we" are to Hargreaves Lansdown Asset Management Limited.