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Transfer to HL

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.

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.

What you can transfer to

Stocks and Shares ISA

Transfer a Cash ISA or Stocks and Shares ISA for easy investing.

Read about our ISAs

Self-Invested Personal Pension

Take control of your future and transfer a pension or drawdown account.

Read about our SIPP

Fund and Share Account

Transfer your general investment account, or transfer share certificates.

Read about our dealing account

How transferring works

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.

Over half of online transfers complete within 10 days. Any investments you bring arrive first, followed by cash.

Get started View our charges

Get started

View our charges

  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

Get started

View our charges

Cashback All your investments in one place

Pensions

Transfer a pension worth £5,000 or more to the HL SIPP online by 10 January and we’ll give you between £50-£500. The money is a thank you from us, so it won’t be taken from your account or investments. Terms apply.

Find out more

ISAs

Transfer Stocks and Shares ISAs or Cash ISAs worth £1,000 or more to HL online by 10 January and we’ll give you between £20-£200. The money is a thank you from us, so it won’t be taken from your account or investments. Terms apply.

Find out more

Cash savings

Take control of your cash with Active Savings. Manage your cash with ease through one online account, giving you access to a range of savings products from multiple banks and building societies. And you could get £10 – £100 cashback as a thank you. Terms apply.

Find out more

Investments

Transfer funds or shares worth £1,000 or more to HL online by 10 January and we’ll give you between £20-£200. The money is a thank you from us, so it won’t be taken from your account or investments. Terms apply.

Find out more

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

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.

  1. Log in to your Fund and Share account
  2. Choose the Bed and ISA/SIPP icon next to the investments you want to move

We’ll sell the investments you choose, and move the cash to an ISA or SIPP for you. You can buy back your investments when you’re ready. 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.

Cashback All your investments in one place

Pensions

Transfer a pension worth £5,000 or more to the HL SIPP online by 10 January and we’ll give you between £50-£500. The money is a thank you from us, so it won’t be taken from your account or investments. Terms apply.

Find out more

ISAs

Transfer Stocks and Shares ISAs or Cash ISAs worth £1,000 or more to HL online by 10 January and we’ll give you between £20-£200. The money is a thank you from us, so it won’t be taken from your account or investments. Terms apply.

Find out more

Cash savings

Take control of your cash with Active Savings. Manage your cash with ease through one online account, giving you access to a range of savings products from multiple banks and building societies. And you could get £10 – £100 cashback as a thank you. Terms apply.

Find out more

Investments

Transfer funds or shares worth £1,000 or more to HL online by 10 January and we’ll give you between £20-£200. The money is a thank you from us, so it won’t be taken from your account or investments. Terms apply.

Find out more