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Transfer an ISA to us

Transfer your ISA now

With investments, your capital is at risk

Easy to switch. And free

With our unique boosters and range of funds, you could grow your money faster. Plus, with all your ISA investments in one place, they’ll be easier to track, too.

Move your money in three easy steps

  • 1

    Start your VitalityInvest ISA online and tell us how much you'd like to transfer 

  • 2

    We’ll get in touch with your current provider. If you need to fill out a form, we’ll let you know

  • 3

    We'll confirm once your money's been transferred to us

Unique ways we can boost your ISA

  • Investment Booster

    Boost your ISA by up to 15% over 25 years - on top of any returns - when you invest in Vitality funds

  • Healthy Living Discount

    Reduce the product charge by up to 100% when you have a qualifying* VitalityHealth or VitalityLife plan

Why transfer to VitalityInvest?

✓ Potential to boost your ISA even further
Our Investment Booster and Healthy Living Discount could add extra money on top of returns.

✓ Funds from leading fund providers
Choose from over 250** funds.

✓ Easy to manage
See all your ISAs together online on Memberzone. 

✓ You could pay no product charge
Reduce the product charge by up to 100% when you have a qualifying VitalityHealth or VitalityLife plan*

Capital at risk
Transfer your ISA now

Transfer for free

We won’t charge a transfer fee. But it’s worth checking whether your current provider does.

Our product charge
– starts from 0.6%p.a. It’s tiered so the more you invest, the less the charge rate you pay. And with the Healthy Living Discount, you could reduce the product charge. In fact, you might not have to pay one at all***.

Our fund charge - for the ongoing management of the funds you choose.

For more details please read:
VitalityInvest ISA Plan Summary
What is an ISA?
Terms and Conditions
Charges Schedule
More on VitalityInvest ISA charges

Please remember, the value of investments - and the income from them - can go down as well as up, meaning you may get back less than you invest. This information is based on our understanding of existing tax legislation which may change in the future.

ISA allowance for tax year 2018-19

£20,000

ISA transfers don’t count as newly invested money, so you won’t be using any more of your ISA Allowance.

Ready to invest?

Get your money moving. Capital at risk.

Transfer an ISA now
Phone icon 0808 274 6776

Lines are open:
Monday to Thursday: 9am – 7pm
Friday: 9am – 6pm
Saturday: 10am – 2pm

* 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
** Source: VitalityInvest Retirement Plan VitalityInvest ISA and Junior ISA Fund List, October 2018. 

***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.