Skip to main content

Transfer your ISA to Foresters

Our ISA is affordable and easy to invest in, with an online account to help manage your Plan and reach your savings goals.





Saving for a brighter future

Transfer your ISA to Foresters and join a mutual organisation who make investing simple and affordable. We are more than just a financial services organisation, our Purpose is to help people save, protect their families and give back to our members and the communities they live in, find out more about Foresters

Our ISA gives you the option to save in a Stocks and Shares ISA, a Lifetime ISA, or save in both so that your savings can be managed within one Plan. You need to be over 18 and UK resident, and for the Lifetime ISA element under age 40, to open one.

Start saving from as little as £20 in a professionally managed fund, where the experts at Schroders will make the investment decisions for you, with a risk-controlled, sustainable approach. No more than 60% will be invested in shares - reducing the effects of market fluctuations but giving the opportunity for growth.

Transferring to our ISA

Whether you have a Cash ISA or Stocks and Shares ISA you can transfer to us. We don’t charge entry, exit or transfer fees. At the current time, we do not accept transfers from Lifetime ISAs to our Lifetime ISA element. If you would like to transfer to our ISA please read the important documents and complete the ISA transfer form.


Important documents

  ISA Brochure 
  ISA Key Information Document 
  ISA Terms and Conditions 

Find out more about opening an ISA with Foresters 

If you already have an online My Plans account with us, you will be able to view your ISA online and add money to your Plan once you make your ISA transfer. If you do not have a My Plans account once you have received your Plan number and Plan Document you can activate your My Plans online account.

We provide a personal financial planning service either face-to-face or by video appointment, where one of our Financial Advisers can discuss your options at your convenience. Discuss your options with one of our Financial Advisers



A Lifetime ISA must be held for at least 12 months before using it towards the purchase of a first home. By saving into a Lifetime ISA instead of a workplace pension, you could lose the benefit of employer contributions and the value could affect any entitlement to means tested benefits. If you make an encashment before age 60, other than to purchase your first home, you will pay a government penalty of 25% on the encashment amount, and you may get back less than you paid in. Tax treatment depends on individual circumstances and may be subject to change. As with all stock market investments the value of your ISA can fall as well as rise.

Setting budgets
If you are worried about your finances or avoiding this topic of conversation, you may need that kick start in helping you to keep your finances under control; our 6 steps could help you out.
Money made simple
Investment and money-saving tips from Schroders, one of our fund managers. The MoneyLensopens in new window team's mission is to help you take control of your financial future with the help of their jargon-free guidesopens in new window.
We're making a difference
Foresters is not just a financial services organisation, our Purpose is to enrich family and community well-being. Helping is who we are, and it’s been so since the very beginning, since 1874.

Save for your child's future Find out more about a Junior ISA