Transferring an ISA – a simple switch
It’s possible to transfer your Cash ISA or Stocks and Shares ISA to another provider. You can even transfer from a Cash ISA to a Stocks and Shares ISA, or vice versa. You may want to transfer your ISA if you’re willing to take some risk and get potentially higher gains on your existing ISA, or to move all your investments in one place – so they’re easier to keep track of.
You can transfer Cash ISAs and Stocks and Shares ISAs to a VitalityInvest Stocks and Shares ISA. With our unique benefits and range of funds, you could grow your money even faster – and with our Healthy Living Discount, you could pay no product charge at all.
How to transfer an ISA in three easy steps
You can transfer your Stocks and Shares ISA or Cash ISA to a VitalityInvest Stocks and Shares ISA entirely online. Here's how:
Start your VitalityInvest ISA online and tell us how much you'd like to transfer
We’ll get in touch with your current provider. If you need to fill out a form, we’ll let you know
We'll confirm once your money's been transferred to us
Why transfer an ISA to VitalityInvest?
Our Investment Booster and Healthy Living Discount could add extra money on top of returns.
✓ Funds from leading fund providers
Choose from 6 Vitality funds based on risk level, or from 2501 funds from leading fund providers.
✓ Easy to manage
Login to Member Zone to view and manage your investment.
✓ You could pay no product charge
Reduce the product charge by up to 100% with a qualifying VitalityHealth or VitalityLife plan2.
Capital at risk
An ISA transfer won't affect your ISA allowance
✓ ISA allowance for tax year 2019-2020: £20,000
ISA transfer rules
You can move all your money invested in an ISA this tax year, but you can’t transfer part of it.
Transferring previous year’s ISA contributions
You can transfer all or part of money you’ve invested in ISAs in previous years.
Transfer your ISA and boost it with Vitality
Transfer your ISA to VitalityInvest and boost your investment with our unique benefits
Our Investment Booster
Get extra money on top of returns every 5 years, when you invest in Vitality funds. Think of it as a sort of loyalty programme. You could get an extra 15% over 25 years.
Our Healthy Living Discount
Reduce the product charge by up to 100% on your ISA when you have a qualifying VitalityHealth or VitalityLife plan*
Get your money moving. Capital at risk.Transfer an ISA now
Lines are open:
Monday to Thursday: 9am – 7pm
Friday: 9am – 6pm
Saturday: 10am – 2pm
ISA transfer FAQs
How long do ISA transfers take?
Does transferring an ISA use your allowance?
Can I transfer shares into an ISA?
Can I transfer part of an ISA?
Will I lose interest if I transfer my ISA?
Is there a limit on ISA transfers?
|Any information given here should not be taken as advice and is not intended as a personal recommendation to invest in a particular product. To find the best investment for you, speak to a financial adviser. You should also regularly assess your existing investments, to make sure they meet your attitude to risk and investment goals at the time.|
2 If you invest in Vitality (or other qualifying) funds only, hold a qualifying VitalityHealth or VitalityLife plan, and earn enough Vitality points through our healthy living programme to reach Platinum status, the product charge is zero.
* The plans that give you membership of our healthy living programme, and qualify you for our Healthy Living Discount are:
VitalityHealth: Personal, Business or Corporate Healthcare plans with Vitality Plus
VitalityLife: Plans with Vitality Plus, excluding Vitality Core and Vitality Lite