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If you have cash ISAs from previous tax years, it’s easy to transfer them to us. That way, your eligible cash ISA savings could benefit from our rates.
Since April 17 2015, we have not accepted balance transfers in to our Cash ISA - 40 Day Notice account, this applies to new and existing customers. Any applications to transfer previous years’ subscriptions will be returned.
You have the option of choosing which one of our Cash ISAs you want to transfer your existing ISA(s) to by selecting one of the following options:
Flexi Cash ISA - a standard Flexi Cash ISA account where you have immediate access to your money without charge. You can also transfer your stocks and shares ISA to a Flexi Cash ISA.
Help to Buy: ISA - a helping hand to save for your first home (you can only transfer from an existing Help to Buy: ISA).
To transfer your ISA to us we’ll need the details of your current provider.
We aim to complete the transfer process for all cash ISAs within 15 working days of receiving your completed transfer application form. For stocks and shares ISA transfers we aim to complete within 30 working days.
View information about the new Cash ISA transfer guidelines
If you wish to transfer your existing ISA with ourselves, to another financial institution, you require to open the new account with that organisation and request that they fulfil your transfer request.
If you are looking to transfer a 40 Day Notice Cash ISA from ourselves to another financial institution, we accept the 40 days notice of withdrawal from your new ISA provider. This will be processed by them as part of the transfer request.
Remember - don’t close your existing ISA - if you do so you will lose all the tax benefits you have built up over the years. We will arrange for your account to be transferred.
Download the Key features which gives you details of the terms and conditions:
Download How we use personal information(PDF, opens in new window). You should print a copy of 'How we use personal information' and retain a copy for your own records before you sign the application form.
Download the information sheet and exclusions list (PDF, opens in a new window), which gives details of the Financial Services Compensation Scheme (FSCS). You should print a copy of 'information sheet and exclusions list' and retain a copy for your own records before you sign the application form.