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Transfer to Hargreaves Lansdown

What would you like to transfer?

Let us know what you're planning to transfer so we can take you to the correct application process.

Please select what would you like to transfer
Please select what would you like transfer to
Self Invested Personal Pension (SIPP)
Fund and Share Account
Please select what would you like transfer to
Junior ISA
Drawdown Pension

Are you an existing client registered with online access?

To complete an online transfer you will need:
  • Account number
  • Sort code
  • Approximate value

These should appear on your statement. If you don't have the details to hand feel free to come back later or download a transfer form to send it to us by post.

To complete an online transfer you will need:
  • Reference number with your current provider
  • Approximate value of your ISA

These should appear on your statement. If you don't have the details to hand feel free to come back later or download a transfer form to send it to us by post.

To complete an online transfer you will need:
  • Pension scheme name
  • Policy number
  • Approximate value
  • Type of pension

These should appear on your statement. If you don't have the details to hand feel free to come back later or download a transfer form to send it to us by post.

To complete an online transfer you will need:
  • Reference number with current provider
  • Approximate value

These should appear on your statement. If you don't have the details to hand feel free to come back later or download a transfer form to send it to us by post.

Please press ‘Next’ to continue your transfer request. We will require a few additional details to complete the process.

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer an ISA please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Key Features , including the specific risks of any fund you have chosen.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • Please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees by transferring.
  • ISAs can usually be transferred as stock (where you remain invested) or cash. When transferring as cash you are out of the market while the transfer takes place. This may work in your favour if the market falls, but if it rises you will not benefit from any growth while you hold cash.

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer an ISA please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Key Features , including the specific risks of any fund you have chosen.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • Please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees by transferring. You may lose the ability to claim a bonus on the amount transferred from the Help to Buy ISA.

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer a pension please read the HL SIPP declaration , Terms & Conditions (including tariff of charges) , Important Investment Notes and the SIPP Key Features (including the Transfer and Contribution Checklists and Common Transfer Declaration) carefully. Please also understand the specific risks of any funds you have chosen.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • Please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees by transferring.
  • Once in a pension your money is not usually accessible until age 55 (57 from 2028), up to 25% usually tax free and the rest taxed as income.
  • Pensions are transferred as cash, unless otherwise arranged, so you will be out of the market while the transfer takes place. This may work in your favour if the market falls, but if it rises you will not benefit from any growth while you hold cash.

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Before you transfer a Fund or Share please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Key Features , including the specific risks of any funds you have chosen.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • Please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees by transferring.
  • Funds and shares can usually be transferred as stock (where you remain invested) or cash. When transferring as cash you are out of the market while the transfer takes place. This may work in your favour if the market falls, but if it rises you will not benefit from any growth while you hold cash.
  • By proceeding you confirm that, for tax purposes, you are solely resident in the United Kingdom and that you are not a citizen of the USA. If you cannot agree to this declaration please contact us.

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer to a Lifetime ISA please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Key Features , including the specific risks of any funds you have chosen.
  • If you are transferring to a Lifetime ISA money can be withdrawn to purchase a first home or at age 60. The Lifetime ISA must have been open for at least 12 months (or opened via a transfer from another Lifetime ISA that was opened at least 12 months prior to the withdrawal) before money can be withdrawn to purchase a first home. Early withdrawals will usually be subject to a 25% government withdrawal charge.
  • If you decide to opt out of your workplace pension to pay into a Lifetime ISA, you will not benefit from any employer-matched contributions and it may affect your current and future entitlement to means-tested state benefits.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • Please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees by transferring.
  • ISAs can usually be transferred as stock (where you remain invested) or cash. When transferring as cash you are out of the market while the transfer takes place. This may work in your favour if the market falls, but if it rises you will not benefit from any growth while you hold cash.
  • The transfer value will count as a payment to your Lifetime ISA so will be eligible for the government bonus and will count towards the Lifetime ISA allowance (£4,000 – 2018/19 tax year).

Transfer up to £4,000

Use this application if you wish to transfer an existing ISA worth less than your remaining Lifetime ISA allowance to an HL Lifetime ISA

Proceed

Transfer over £4,000

Use this application if you wish to transfer an existing ISA worth more than your remaining Lifetime ISA allowance to an HL Lifetime ISA

Proceed

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer to a Lifetime ISA please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Key Features , including the specific risks of any funds you have chosen.
  • If you are transferring to a Lifetime ISA money can be withdrawn to purchase a first home or at age 60. The Lifetime ISA must have been open for at least 12 months (or opened via a transfer from another Lifetime ISA that was opened at least 12 months prior to the withdrawal) before money can be withdrawn to purchase a first home. Early withdrawals will usually be subject to a 25% government withdrawal charge.
  • If you decide to opt out of your workplace pension to pay into a Lifetime ISA, you will not benefit from any employer-matched contributions and it may affect your current and future entitlement to means-tested state benefits.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • Please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees by transferring. You may lose the ability to claim a bonus on the amount transferred from the Help to Buy ISA.
  • The transfer value will count as a payment to your Lifetime ISA so will be eligible for the government bonus and will count towards the Lifetime ISA allowance (£4,000 – 2018/19 tax year).

Transfer up to £4,000

Use this application if you wish to transfer an existing ISA worth less than your remaining Lifetime ISA allowance to an HL Lifetime ISA

Proceed

Transfer over £4,000

Use this application if you wish to transfer an existing ISA worth more than your remaining Lifetime ISA allowance to an HL Lifetime ISA

Proceed

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Before you transfer to a Junior ISA please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Key Features , including the specific risks of any funds you have chosen.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • Please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees by transferring.
  • Some providers don't allow stock transfers, where the account remains invested. When transferring as cash your child will be out of the market while the transfer takes place. This may work in their favour if the market falls, but if it rises they will not benefit from any growth while they hold cash.

Things to remember before you start

  • With HL you make your own investment decisions.
  • Unlike cash, all investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Before you transfer please understand the risks and Terms & Conditions (including tariff of charges) of your investment and the Key Features , including the specific risks of any funds you have chosen.
  • By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
  • By proceeding you confirm that, for tax purposes, you are solely resident in the United Kingdom and that you are not a citizen of the USA. If you cannot agree to this declaration please contact us.

Things to remember before you start

  • Drawdown in the HL SIPP is arranged on a non-advisory basis as standard. If you receive advice on your current drawdown plan, this won't continue if you transfer to the HL SIPP unless agreed separately.
  • Drawdown is a more complex option than an annuity, if you're at all uncertain about its suitability for your circumstances, we strongly suggest you seek advice. Your income is not secure. You control, and must review, where your pension is invested and how much income you draw. Poor investment performance and excessive income withdrawals can deplete the fund leaving you short of income.
  • All investments should be held for the long term. They can go down in value as well as up, so you could get back less than you invest. Any yield is variable and not guaranteed.
  • Tax rules can change and the reliefs depend on your personal circumstances.

I confirm I am applying to join the HL SIPP. I agree to be bound by the Scheme Rules, and acknowledge that these have been made available to me by Hargreaves Lansdown.

I confirm that I will be a relevant UK individual in any tax year in which personal contributions are paid.

I declare that the total contributions that I will make to the HL SIPP and any other Registered Pension Scheme where I am entitled to relief under Section 188 of the Finance Act 2004 will not exceed the higher of:

  1. The basic amount (currently £3,600) or
  2. 100% of my Relevant UK Earnings (within the meaning of section 189 of the Finance Act 2004) for that tax year.

This declaration and the particulars given in this application are, to the best of my knowledge and belief, correct and complete.

If an event occurs which means that I will no longer be entitled to relief under to Section 188 of the Finance Act 2004, I will inform Hargreaves Lansdown Asset Management by 5th April of the tax year in which the event occurs or 30 days after the event if later.

If I make a contribution, of which part or all is not eligible for tax relief, I will notify you separately on or before the date of the contribution. I will advise Hargreaves Lansdown Asset Management Ltd, in writing, within 30 days if I cease to be a United Kingdom resident.

I have not received advice from Hargreaves Lansdown regarding the merits of entering into, or the suitability of any aspect of the HL SIPP unless that aspect has been covered under a separate agreement for individual advice from a Hargreaves Lansdown Financial Adviser. If I have any doubts I will seek personal advice, in particular regarding the merits of the various pension options I may have available to me now and in the future.

I allow Hargreaves Lansdown to process my application using the information provided. This declaration and any other declaration made by me in connection with this application shall be the basis of the contract between me and Hargreaves Lansdown Asset Management Ltd.

I confirm I have not registered with HM Revenue and Customs to protect pension funds built up from a potential Lifetime Allowance tax charge.

In addition to the declaration please read the following statement regarding Hargreaves Lansdown's communications with you.

Hargreaves Lansdown Plc and its group companies will send or email you complimentary issues of our investment publications and information about new products and services. If you would prefer not to receive these, please do let us know. Your personal data will remain confidential, and will not be passed to any other organisation unless required to do so by law.