If you’re interested in transferring your pension(s) to HL and want to qualify for our cashback offer, you
can register for a six month extension. All you need to do is fill in the form below.
The current cashback offer is due to close to new applications on 29 February 2024. The offer will remain
open to
those who register for an extension and apply to transfer their pension before the 29 August 2024.
Transfer your pensions to HL and get between £100 - £3,500 cashback as a thank you
Transfer pensions worth £10,000 or more to HL and get between £100 - £3,500 cashback.
The more you transfer, the more you receive.
1. Subject to these terms and conditions, if you register for our Transfers Cashback Offer (Nov 23 – Feb 24) and
apply to transfer an existing pension, ISA or general investment account from another platform between 16
November 2023 and 29 February 2024 inclusive (the “Offer Period”), you will receive a cash amount after the
transfer is complete, 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. You must register for the Offer to qualify. You can do this by completing the online cashback registration
form, the postal cashback registration form or by asking us via secure message (using your online account) or by
telephone to register you manually. If you do not register for the offer, no cashback will be paid.
3. If you register for the Offer and we receive your qualifying transfer application(s) within the Offer Period,
even if the transfer itself isn’t completed until after the Offer closes, you will still qualify.
4. 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 8 weeks 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Account for fee collection, withdrawn or moved into another of your HL accounts.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.
5. We ask you keep your HL account(s) for at least 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 any portion of your receiving account away or close your account within 12 months of the date
your last qualifying 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.
6. 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 pensions, ISA
or general investment account transfers is £4,500.
7. If you register for the Offer and apply to transfer existing pensions within the Offer Period with a total
value of at least £10,000 from other providers to our platform into your HL Self-Invested Personal Pension or
Drawdown Pension, you will receive a cash amount between £100 and £3,500.
8. The total 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.
9. If you need more time to decide whether you want to transfer to us, please complete the online 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.
10. 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; (5) transfers to the HL Cash ISA.
11. 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.
12. 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 registering for the Offer and submitting a qualifying application within the Offer Period, you
agree to be bound by the terms of this Offer.
13. These terms are governed by the laws of England and Wales and subject to the exclusive jurisdiction of the
courts of England and Wales.
14. 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.
You transfer
We pay you
£10,000 - £29,999
£100
£30,000 - £59,999
£250
£60,000 - £89,999
£500
£90,000 - £109,999
£1,000
£110,000 - £124,999
£1,250
£125,000 - £999,999
£1,500
£1,000,000+
£3,500
You will receive the cashback payment within 8 weeks 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.
Not ready to transfer? That's ok.
If you’re interested in transferring your pension(s) to HL and want to qualify for our cashback offer,
you can register for a six month extension. All you need to do is fill in the form below.
The current cashback offer is due to close to new applications on 29 February 2024. The offer will remain
open to those who register for an extension and apply to transfer their pension before the 29 August 2024.
Please correct the following errors before you continue:
Our service is designed for investors who wish to make their own investment decisions without personal
advice. If
you’re not sure what’s right for your circumstances, please seek advice.
Transfer your pensions to HL and get between £100 - £3,500 cashback as a thank you
Transfer pensions worth £10,000 or more to HL and get between £100 - £3,500 cashback.
The more you transfer, the more you receive.
.
1. Subject to these terms and conditions, if you register for our Transfers Cashback Offer (Nov 23 – Feb 24) and
apply to transfer an existing pension, ISA or general investment account from another platform between 16
November 2023 and 29 February 2024 inclusive (the “Offer Period”), you will receive a cash amount after the
transfer is complete, 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. You must register for the Offer to qualify. You can do this by completing the online cashback registration
form, the postal cashback registration form or by asking us via secure message (using your online account) or by
telephone to register you manually. If you do not register for the offer, no cashback will be paid.
3. If you register for the Offer and we receive your qualifying transfer application(s) within the Offer Period,
even if the transfer itself isn’t completed until after the Offer closes, you will still qualify.
4. 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 8 weeks 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.
5. We ask you keep your HL account(s) for at least 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 any portion of your receiving account away or close your account within 12 months of the date
your last qualifying 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.
6. 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 pensions, ISA
or general investment account transfers is £4,500.
7. If you register for the Offer and apply to transfer existing pensions within the Offer Period with a total
value of at least £10,000 from other providers to our platform into your HL Self-Invested Personal Pension or
Drawdown Pension, you will receive a cash amount between £100 and £3,500.
8. The total 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.
9. If you need more time to decide whether you want to transfer to us, please complete the online 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.
10. 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; (5) transfers to the HL Cash ISA.
11. 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.
12. 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 registering for the Offer and submitting a qualifying application within the Offer Period, you
agree to be bound by the terms of this Offer.
13. These terms are governed by the laws of England and Wales and subject to the exclusive jurisdiction of the
courts of England and Wales.
14. 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.
You transfer
We pay you
£10,000 - £29,999
£100
£30,000 - £59,999
£250
£60,000 - £89,999
£500
£90,000 - £109,999
£1,000
£110,000 - £124,999
£1,250
£125,000 - £999,999
£1,500
£1,000,000+
£3,500
You will receive the cashback payment within 8 weeks 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.