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Talk to an expert

If you’re thinking of transferring ISAs or general investments to HL but have some questions first, we’re here to help.

We won’t be able to give you personal advice but we’ll be happy to discuss:

  • What’s involved with a transfer
  • How to get started online
  • The differences between transferring as stock or cash
  • How our charges work
  • Any other questions or concerns you might have

Important information – Before transferring, you should check for excessive exit fees and make sure you won’t lose any valuable guarantees or benefits.

Unlike cash, investments fall as well as rise in value, so you could get back less than you invest.

Most investments can be transferred as stock, which means you won’t have to sell them as part of the transfer but you won’t be able to trade them whilst the transfer takes place.