Transfer to a Stocks & Shares ISA and do more with your money

Frustrated by low returns on your Cash or Stocks & Shares ISA? With our ISA transfers, you can transfer your ISA to one of our Fully-Managed Investment Portfolios and our experts spread your investments over thousands of global holdings, aiming to maximise returns and reduce risk. Our ISA transfers are free and it only takes around 10 minutes to give us the details we need, after which we do all the work for you.

With investing, your capital is at risk.
We’ll assess your suitability for our service, not the suitability of any transfer.

How transferring to our Stocks & Shares ISA could make your money do more

We’ve created a set of Fully-Managed Investment Portfolios that sit within your ISA. We’ve also built industry-first technology to make investing online easy for you, with 24/7 access to your ISA and simple top ups with impulseSave®. We’ve done all of this to give your investment the potential for better long-term growth than a Cash ISA.

Expert management team

With access to 9,000 experts in 200 locations around the world, our team makes the investment decisions for our Fully-Managed Investment Portfolios .

Aim to maximise return and reduce risk

Our access to a global team of experts with thousands of holdings allows us to blend multi-asset investment strategies and create unique opportunities for growth.

Simple suitability assessment

With our ISA transfer service, we’ll assess your personal circumstances and attitude to risk to offer you a suitable Fully-Managed Investment Portfolio Service.

See what your investment could be worth

Use our calculator to see how your investment might grow in a Stocks & Shares ISA.

How much do you want to transfer in total? Help??

£

How much can you invest each month? Help? ?

£

How long do you want to invest for? Help??

years
Cash ISA

Estimated ISA value after 10 years

Based on Bank of England Cash ISA Rate Help??0.91%

vs
Stocks & Shares ISA

Estimated ISA value after 10 years

Based on annual growth Help??

This calculator shows an illustration of what your investments could be worth and not a projection of what your investments will be worth. The calculator offers three alternative growth rates of 2% (Lower), 5% (Intermediate) and 8% (Higher). The actual annual growth rate will depend on your investments and how they perform.

The calculation takes into account our average annual fee of 1.22%. It doesn’t take into account the impact of inflation, which will reduce returns, and assumes you only make the contributions set out on this page.

Remember, the value of investments can fall as well as rise so you could get back less than you invest.

Learn more about our Fully-Managed Investment Portfolios

Cash v Stocks & Shares

Investing in stocks and shares (often called equities) means being comfortable with accepting some risk to the value of your investment. Our assessment helps show you what level of risk is suitable for you, based on how long you want to invest for your and attitude to risk and return.

Typically, the longer you plan to invest, the greater chance your investment has of outperforming cash.

Years invested for

3

4

5

10

18

Probability of equities outperforming cash

70%

73%

75%

91%

99%

Source: Barclays Equity Gilt Study 2016

Benefits of transferring to our Stocks & Shares ISA

Join the thousands of people already investing with True Potential Investor.

Global investment team

We have access to 9,000 experts in 200 locations around the world.

Fully-Managed Investment Portfolios

Our expert in-house team manage your investment, so you can leave all the hard work to us.

No transfer fees

We won’t charge any fees for the transfer when you transfer to one of our Fully-Managed Investment Portfolios.

Easy to access

Our app has everything you need all in one place so you can track your investments 24/7 from a range of devices.

Investment top-ups

Unique to True Potential Investor, impulseSave® is a world-first investment feature that allows you to top up your accounts on the go from as little as £1.

Easy to set up

It only takes ten minutes to set up an account with us. Tell us a few details about you and your investment goals and we’ll do the rest of your ISA transfer.

See how easy it is to transfer your ISA to us

See what our clients are saying

Our clients trust our Fully-Managed Investment Portfolios with over £4 billion of their assets, so it’s no surprise they recommend us to others.

Streets ahead

"The service proposition offered by True Potential via internet and mobile apps is streets ahead of the competion with 24/7 valuations and ability to impulseSave for as little as £1 to any amount."

Tej Basson

Professional and proactive

"If I’ve ever got any queries about my investment, the replies are within a couple of hours. The app they have is great and allows easy tracking of my investment."


J Clough

Brilliant investment platform

"I’ve been using True Potential Investments for a number of years. I can analyse and monitor my investments through the investment portal and find the impulseSave option an excellent tool. Highly recommended."

Gary Dixon

Common questions about transferring your Stocks & Shares ISA

We don’t currently accept transfers from Lifetime or Help-to-Buy ISAs.

If you’d like to know more about how transferring an ISA works, call us on 0800 046 8007.

Need to find out more? Read our FAQs

Some important information

With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.

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Top Results

  1. If you invest in a Stocks & Shares ISA or General Investment Account, you can withdraw at any time.
  2. It takes around 7 working days to sell your investment and transfer the money to your bank account.
  3. If you invest in a pension you can only with draw funds from the age of X.

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