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.
Download the ISA transfer form
If you already have an online My Plans account with us, you will be able to view your ISA online when 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 >