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Transfer existing investments

Transfer to Hargreaves Lansdown

What would you like to transfer?

Let us know the account you'd like to transfer to HL.

Please select what would you like to transfer
Please select what would you like transfer to
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 HL client?

Do you have an existing HL Fund and Share account?

First, create your HL account

To transfer online, you need to be an HL client. Creating an account only takes you around 5 minutes.

Make sure you have your:

  • National Insurance number
  • Bank details. There's nothing to pay – this allows you to easily move money in the future.

Once your HL account is open

You can log in and complete your transfer.

As you're new to HL, make sure you read and agree to our Terms and Conditions (PDF) before you start. If you have any questions, please contact us.

First, create your HL Fund and Share account

To transfer share certificates, you need to have a HL Fund and Share Account. Creating an account only takes you around 5 minutes.

Make sure you have your:

  • Bank details. There's nothing to pay – this allows you to easily move money in the future.

Once your HL Fund and Share account is open

You can download and return the form to complete your transfer.

If you're new to HL, make sure you read and agree to our Terms and Conditions (PDF) before you start. If you have any questions, please contact us.

Transfer a Cash ISA

Transfer an entire Cash ISA. It takes 5 minutes to fill in the application.

Transfer part of an ISA

What you need to know

  • An HL Stocks and Shares ISA is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There's no personal advice on our website.
  • Tax rules for ISAs can change, and their benefits depend on your circumstances.
  • Unlike cash, investments can go up and down in value so you could get back less than you put in. The income your investments pay can change over time.
  • It's a good idea to check if you'll have large exit fees or will lose valuable guarantees or benefits before transferring.

What you need to have to hand

  • Name of your ISA provider.
  • The approximate value of your Cash ISA.
  • Your account number. This could also be called a client ID or reference number.

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF), and investment risks. Please contact us if you have any questions.

Transfer a Stocks and Shares ISA

Transfer an entire Stocks and Shares ISA. It takes 5 minutes to fill in the application.

Transfer part of an ISA

What you need to know

  • You can choose how your ISA is transferred:
    • Transfer your ISA investments: We’ll transfer all your investments and cash as they are. If you hold funds, once we receive them from your current provider we’ll convert them to the lowest cost version we offer. We will never convert you into a fund that’s more expensive than the one you already hold. There are no charges or tax to pay. Before transferring please read about converting funds here.
    • Sell investments first: Your provider will sell your investments and transfer the cash. You won’t gain or lose from market changes until you reinvest your cash.
  • An HL Stocks and Shares ISA is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.
  • Tax rules for ISAs can change, and their benefits depend on your circumstances.
  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • It’s a good idea to check if you’ll have large exit fees or will lose valuable guarantees or benefits before transferring.

What you need to have to hand

  • Name of your ISA provider
  • Your account reference. This could be called a client ID or reference number.

By transferring to HL, you agree to our terms, so please make sure you’ve read and understood our: ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF), and investment risks. Please contact us if you have any questions.

Transfer a Help to Buy ISA

Transfer a Help to Buy ISA to a Stocks and Shares ISA. It takes 5 minutes to print out and fill in the application, and it's free to send back to: FREEPOST, Hargreaves Lansdown.

What you need to know

  • An HL Stocks and Shares ISA is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There's no personal advice on our website.
  • ISA rules can change, and their benefits depend on your circumstances.
  • Unlike cash, investments can go up and down in value so you could get back less than you put in. The income your investments pay can change over time.
  • It's a good idea to check before transferring if you'll have large exit fees or will lose valuable guarantees or benefits. You won't be able to claim your Help to Buy bonus on the amount you're transferring.

What you need to have to hand

  • Name of your Help to Buy ISA provider
  • The approximate value of your Help to Buy ISA
  • Your account reference. This could be called a client ID or reference number.

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: Stocks and Shares ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

Transfer a Pension

Transfer a pension to a SIPP. It takes 5 minutes to fill in the application.

What you need to know

  • Depending on the type of scheme, pensions can be transferred as cash or as they are (invested in the stock market). Unless you're transferring a Self-Invested Personal Pension, or a Small Self-Administered Scheme, it's likely that a cash transfer will be your only option. If you're not sure what type of pension you hold, or which options are available to you, please contact your existing provider before applying.
  • If your pension is transferred as cash, this means your provider will sell your pension investments, and transfer the cash amount to your HL SIPP. You will not be invested during the transfer, so you will not make losses or gains. You can buy investments once the transfer is complete. This usually takes 2-4 weeks, depending on your provider.
  • If your pension is transferred as it is (invested in the stock market), your provider will transfer each investment and any cash to your HL SIPP. If you hold an investment we do not offer, we'll contact you during the transfer to confirm your preference. This type of transfer usually takes 6-8 weeks, but can take longer depending on your investments and provider. You stay invested during the transfer, so could make gains and losses. Usually you cannot trade until the transfer completes. Please note, we can only accept online applications of this kind for existing Self-Invested Personal Pensions or Small Self-Administered Schemes. If you hold a different pension, and are eligible to transfer your investments, please contact our helpdesk on 0117 980 9926 for a postal application.
  • If you hold investment funds and choose to transfer these as they are, once we receive your funds from your current provider we will convert them to the lowest cost version we offer. We will never convert your fund into a fund that's more expensive. There are no charges or tax to pay. Before transferring please read about converting funds here.
  • Tax rules can change, and their benefits depend on your circumstances.
  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • It's a good idea to check before transferring if you'll have large exit fees or will lose valuable guarantees or benefits.
  • Once your money is in a pension, you usually can't access it until you're 55 (57 from 2028). Up to 25% is usually tax free and the rest is taxed as income.

What you need to have to hand

  • Your pension scheme name
  • The type of pension
  • Your policy number
  • The approximate value of your pension

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: SIPP Declaration, SIPP Key Features (PDF), Terms and Conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

In order to start your transfer you must be logged in

Log in

Do you plan to start taking money from your pension once this transfer is complete?

The decisions you make around taking money from your pension are significant. It's important that you are confident in them.

If you're planning to take money from your pension, we need to ask you some questions to make sure:

  • you understand the risks
  • you have the information you need to make decisions
Do you plan to start taking money from your pension once this transfer is complete?

You usually can't access money from your pension until age 55 (increasing to 57 from 2028), however you can receive guidance from Pension Wise about your options from age 50.

You may want to consider getting financial advice or guidance. It's important that you understand the risks and options available before you start taking money from your pension.

You can get free and impartial guidance from Pension Wise, the government's pension guidance service. They can help you make an informed decision about your retirement and the options available.

You can use the link below to book an appointment with a Pension Wise pension specialist or find information about how we can book this appointment for you.

Visit our Pension Wise page to find out more.

If you already have an appointment booked to receive Pension Wise guidance you should not proceed until after this appointment.

Your details

Do you want guidance from Pension Wise?

Help me book a Pension Wise appointment

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Transfer a General Investment Account

Transfer a General Investment Account to a Fund and Share Account. It takes 5 minutes to fill in the application.

What you need to know

  • You can choose how your investments are transferred:
    • Transfer your investments: We'll transfer all your investments and cash as they are. If you hold funds, once we receive them from your current provider we'll convert them to the lowest cost version we offer. We will never convert you into a fund that's more expensive than the one you already hold. There are no charges or tax to pay. Before transferring please read about converting funds here.
    • Sell investments first: Your provider will sell your investments and transfer the cash. You won't gain or lose from market changes until you reinvest your cash.
  • An HL Fund and Share Account is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There's no personal advice on our website.
  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • It's a good idea to check before transferring if you'll have large exit fees or will lose valuable guarantees or benefits.
  • If you're a US citizen, it's not possible to transfer online. Instead, please contact us so we can help with your transfer.

What you need to have to hand

  • Name of your General Investment Account provider
  • The approximate value of your General Investment Account
  • Your account reference. This could also be called a client ID or reference number.

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: Fund and Share Account Key Features (PDF), Terms and Conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

Transfer a Cash ISA

Transfer a Cash ISA to a Lifetime ISA. It takes 5 minutes to print out and fill in the application, and it’s free to send back to: FREEPOST, Hargreaves Lansdown.

What you need to know

  • An HL Lifetime ISA is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.
  • ISA rules can change, and their benefits depend on your circumstances.
  • Unlike cash, investments can go up and down in value so you could get back less than you put in. The income your investments pay can change over time and is not guaranteed.
  • It’s a good idea to check before transferring if you’ll have large exit fees or will lose valuable guarantees or benefits.
  • You can take money from a LISA to buy your first home or when you're 60. To use the money to buy a home, your LISA needs to be open for at least 12 months (or transferred from a LISA that was open for at least 12 months before the money is taken out). If you take out money early, there will usually be a 25% government withdrawal charge
  • The money you transfer is eligible for the government bonus and will count towards your Lifetime ISA allowance 2024/2025.

What you need to have to hand

  • Name of your Cash ISA provider
  • The approximate value of your Cash ISA
  • Your account number

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: Lifetime ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

Download your transfer form

The Lifetime ISA allowance in the 2024/2025 tax year is £4,000. Assuming you haven't already paid into a Lifetime ISA this tax year, how much are you transferring now?

I'm transferring less than £4,000

Continue

I'm transferring £4,000 or more

Continue

Transfer a Stocks and Shares ISA

Transfer a Stocks and Shares ISA to a Lifetime ISA. It takes 5 minutes to print out and fill in the application, and it's free to send back to: FREEPOST, Hargreaves Lansdown.

What you need to know

  • You can choose how your Stocks and Shares ISA is transferred:
    • Transfer your ISA investments: We'll transfer all your investments and cash as they are. If you hold funds, once we receive them from your current provider we'll convert them to the lowest cost version we offer. We will never convert you into a fund that's more expensive than the one you already hold. There are no charges or tax to pay. Before transferring please read about converting funds here.
    • Sell investments first: Your provider will sell your investments and transfer the cash. You won't gain or lose from market changes until you reinvest your cash.
  • An HL Lifetime ISA is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There's no personal advice on our website.
  • ISA rules can change, and their benefits depend on your circumstances.
  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • It's a good idea to check before transferring if you'll have large exit fees or will lose valuable guarantees or benefits.
  • You can take money from a LISA to buy your first home or when you're 60. To use the money to buy a home, your LISA needs to be open for at least 12 months (or transferred from a LISA that was open for at least 12 months before you take the money out). If you take out money early, there will usually be a 25% government withdrawal charge
  • The money you transfer is eligible for the government bonus and will count towards your Lifetime ISA allowance (£4,000 in the 2024/2025 tax year).

What you need to have to hand

  • Name of your Stocks and Shares ISA provider
  • The approximate value of your Stocks and Shares ISA
  • Your account reference. This could be called a client ID or reference number.

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: Lifetime ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

Download your transfer form

The Lifetime ISA allowance in the 2024/2025 tax year is £4,000. Assuming you haven't already paid into a Lifetime ISA this tax year, how much are you transferring now?

I'm transferring less than £4,000

Continue

I'm transferring £4,000 or more

Continue

Transfer a Help to Buy ISA

Transfer a Help to Buy ISA to a Lifetime ISA. It takes 5 minutes to print out and fill in the application, and it's free to send back to: FREEPOST, Hargreaves Lansdown.

What you need to know

  • An HL Lifetime ISA is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There's no personal advice on our website.
  • ISA rules can change, and their benefits depend on your circumstances.
  • Unlike cash, investments can go up and down in value so you could get back less than you put in. The income your investments pay can change over time.
  • It's a good idea to check before transferring if you'll have large exit fees or will lose valuable guarantees or benefits. You won't be able to claim your Help to Buy bonus on the amount you're transferring.
  • You can take money from a LISA to buy your first home or when you're 60. To use the money to buy a home, your LISA needs to be open for at least 12 months (or transferred from a LISA that was open for at least 12 months before you take the money out). If you take out money early, there will usually be a 25% government withdrawal charge
  • The money you transfer is eligible for the government bonus and will count towards your Lifetime ISA allowance (£4,000 in the 2024/2025 tax year).

What you need to have to hand

  • Name of your Help to Buy ISA provider
  • The approximate value of your Help to Buy ISA
  • Your account reference. This could be called a client ID or reference number.

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: Lifetime ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF), and investment risks. Please contact us if you have any questions.

Download your transfer form

The Lifetime ISA allowance in the 2024/2025 tax year is £4,000. Assuming you haven't already paid into a Lifetime ISA this tax year, how much are you transferring now?

I'm transferring less than £4,000

Continue

I'm transferring £4,000 or more

Continue

Transfer a Junior ISA

Transfer a Junior Cash ISA, Child Trust Fund or Junior Stocks and Shares ISA to a Junior Stocks and Shares ISA.

It takes 5 minutes to print out and fill in the application, and it's free to send back to: FREEPOST, Hargreaves Lansdown.

What you need to know

  • You must be the same parent or guardian named as the registered contact on your child's existing ISA or Child Trust Fund to complete the transfer.
  • You can normally choose how your child's Junior Stocks and Shares ISA is transferred:
    • Transfer your child's ISA investments: We'll transfer all your child's investments and cash as they are. If they include funds, once we receive them from your current provider we'll convert them to the lowest cost version we offer. We will never convert you into a fund that's more expensive than the one you already hold. There are no charges or tax to pay. Before transferring please read about converting funds here.
    • Sell investments first: Your provider will sell your child's investments and transfer the cash. Your child won't gain or lose from market changes until you reinvest the cash.

    You may also have the option to do this with some Child Trust Funds.

  • The government enforces a cooling-off period for Child Trust Fund transfers. Once we receive your request, we have to wait 14 days before progressing it. This is because you can't get a Child Trust Fund back once you've transferred from it.
  • An HL Junior Stocks and Shares ISA is for people comfortable choosing investments themselves. If you're not sure which investments are right for your child, please ask us about financial advice. There's no personal advice on our website.
  • ISA rules can change, and their benefits depend on your child's circumstances.
  • Unlike cash, investments can go up and down in value so your child could get back less than you put in. Any income the investments pay can change over time.
  • It's a good idea to check before transferring if you'll have large exit fees or will lose valuable guarantees or benefits.

What you need to have to hand

  • Name of your child's ISA or Child Trust Fund provider
  • The approximate value of your child's ISA or Child Trust Fund
  • Your child's Junior Stocks and Shares ISA or Junior Cash ISA account number, or their Child Trust Fund reference number.

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: Junior ISA Key Features (PDF), terms & conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

Transfer a Share Certificate

Transfer a Share Certificate to a Fund and Share Account. It takes 5 minutes to print out and fill in the application.

What you need to know

  • You must have a HL Fund and Share Account open to transfer certificated shares to HL. If you don't have a Fund and Share Account, you can open one online here.
  • To transfer share certificates to your HL Fund and Share Account, you need to print and complete a CREST transfer form (PDF), if you are unable to print a form you can contact us and we'll send you one.
  • The name(s) on the share certificate must match exactly that of the Fund and Share Account they are to be lodged in to.
  • A HL Fund and Share Account is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There is no personal advice on our website.
  • Investments can go up and down in value, so you could get back less than you put in. Any income your investments pay can change over time.
  • It's a good idea to check before transferring if you'll have fees to pay or will lose shareholder perks.
  • If you're a US citizen, please contact us so we can help with your transfer.
  • Once your shares have been added to your Fund and Share Account it can take up to 5 working days for us to receive confirmation from the registrar that your holding has been successfully settled in your HL account. Only at this stage would you be able to sell or transfer the holding to another HL account.

What you need to send us

Please send us a completed CREST Transfer Form, including:

  • Name, address and client number of shareholder(s)
  • Your original share certificates
  • Number of shares
  • Name and description of stock
  • Number of certificates
  • Signatures of all named shareholders

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: Fund and Share Account Key Features (PDF), terms & conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

Transfer a Drawdown Pension

Transfer a Drawdown Pension. It takes 5 minutes to fill in the application and request a free transfer pack.

What you need to know

  • An HL SIPP Drawdown Account is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There's no personal advice on our website.
  • Tax rules can change, and their benefits depend on your circumstances.
  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • Drawdown in the HL SIPP does not come with financial advice, unless you request it. Any advice you receive with your current provider will usually stop when you transfer.
  • Drawdown is more complex than an annuity, because your income is not guaranteed. You'll need to choose and manage your own investments and income. If your investments don't perform well, or you take too much income, your pension could run out. If you're not sure if drawdown is right for you, please ask for advice.

Other ways to transfer

By post:

Download a transfer form

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.

Transfer part of a Stocks and Shares ISA

You can transfer part of a Stocks and Shares ISA by downloading a transfer form and including a letter of instruction with your application.

What you need to know

  • You can choose how your ISA is transferred:

    - Transfer your ISA investments: We’ll transfer all your investments and cash as they are. If you hold funds, we’ll convert them to the lowest cost version we offer, once we receive them from your current provider. We will never convert you into a fund that’s more expensive than the one you already hold. There are no charges or tax to pay. Before transferring please read about converting funds here.

    - Sell investments first: Your provider will sell your investments and transfer the cash. You won’t gain or lose from market changes until you reinvest your cash.

  • An HL Stocks and Shares ISA is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.
  • Tax rules for ISAs can change, and their benefits depend on your circumstances.
  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • It’s a good idea to check if you’ll have large exit fees or will lose valuable guarantees or benefits before transferring.

What you need to have to hand

  • Name of your ISA provider.
  • Your account reference. This could be called a client ID or reference number.

By transferring to HL, you agree to our terms, so please make sure you've read and understood our: ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF), Terms and Conditions with tariff of charges (PDF), and investment risks. Please contact us if you have any questions.

Download a transfer form

Transfer part of a Cash ISA

You can transfer part of a Cash ISA to a HL Stocks and Shares ISA by downloading a transfer form and including a letter of instruction with your application.

What you need to know

  • An HL Stocks and Shares ISA is for people comfortable choosing their own investments. If you're not sure which investments are right for you, please ask us about financial advice. There's no personal advice on our website.
  • Tax rules for ISAs can change, and their benefits depend on your circumstances.
  • Unlike cash, investments can go up and down in value so you could get back less than you put in. The income your investments pay can change over time.
  • It's a good idea to check if you'll have large exit fees or will lose valuable guarantees or benefits before transferring.

    • What you need to have to hand

    • Name of your ISA provider.
    • The approximate value of your Cash ISA.
    • Your account number. This could also be called a client ID or reference number.

    By transferring to HL, you agree to our terms, so please make sure you've read and understood our: ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF) and investment risks. Please contact us if you have any questions.

    Download a transfer form