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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. This is not personal advice. If you’re not sure if an investment is right for you, please ask for advice. If looking to transfer, check if your provider charges exit fees, or if you'll lose any benefits or guarantees by transferring.

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.

Video: How to transfer to HL

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.

Any investments you bring arrive first, followed by cash.

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