Transferring an ISA – a simple switchIt’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:
Step 1: Open an ISA
Start your VitalityInvest ISA online and tell us how much you'd like to transfer.
Step 2: We’ll contact your current provider
We’ll get in touch with your current provider. If you need to fill out an ISA transfer form, we’ll let you know.
Step 3: Your new Vitality ISA is ready to go
We'll confirm once your money's been transferred to us.
Why transfer an ISA to VitalityInvest?
Our ISA plans include the Vitality Programme, which rewards you for getting active and being healthy.
✓ Discounts with the Vitality Programme
Get discounts on trainers, spa stays, activity trackers, travel, coffee and much more.
✓ Pay less to invest - or nothing at all
You could pay no product charge at all when you invest in Vitality funds and track your activity with the Vitality Programme.
✓ Funds from leading fund providers
Choose from our Vitality funds based on risk level, or from over 500 funds from leading fund providers.
✓ Easy to manage
Login to Member Zone to view and manage your investment.
✓ Take money out anytime
Take money out and add it back in the same tax year without affecting your annual ISA allowance.
An ISA transfer won't affect your ISA allowance
✓ ISA allowance for this tax year: £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.
Get your money moving. Capital at risk.Transfer an ISA now
Lines are open:
Monday to Friday: 9am – 5pm
Saturday, Sunday and bank holidays: Closed
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.|