How transferring to our Stocks & Shares ISA could make your money do more
Watch our short video to find out how hard your money will work in our Fully-Managed Investment Portfolios.
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.
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
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.
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
Tell us how much you'd like to transfer
First, we’ll ask you how much you’d like to transfer, if you’d like to add a monthly investment and how long you plan to invest for. You can change your mind about your monthly amount later and with a Stocks & Shares ISA you can withdraw at any time.
Answer a few questions about your spending habits
We’ll ask you how much you earn and spend each month. This is to make sure you can afford to invest, including any monthly amount you’ve chosen.
Estimate how much is in your emergency fund
We recommend you have around three month’s expenses saved up for emergencies as this can help you avoid taking on short-term liabilities for the unexpected. If you don’t, our Stocks & Shares ISA and General Investment Accounts could be the place to start, as you can access your money in 7-10 days.
Estimate your assets and liabilities
We’ll ask you how much you have in assets, such as a home, savings or other investments. We’ll then balance this against any liabilities you have, for example a mortgage, loan or credit card. If you have more debts than assets it might benefit you to pay these off before investing, especially if the debt is expensive.
Tell us if you’ve invested before
It’s important you understand how investing with us works, including how we manage your money and the potential risks involved. Depending on your experience, we’ll show you some simple explanations to help you learn more about our service.
Take our simple risk assessment
We’ll ask you 11 multiple choice questions about how long you plan to invest for, how you might later withdraw from your account and your attitude to risk and reward. There are no right answers here and we have a range of Portfolios to suit many different types of investor.
View the Portfolio that’s most suitable for you
Based on your score in our risk assessment, we’ll show you a Portfolio that matches your result. You’ll see where in the world we’d spread your money, the fund managers and asset classes we use, and the total cost to you.
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.
"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."
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."
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."
Common questions about transferring your Stocks & Shares ISA
We don’t currently accept transfers from Lifetime or Help-to-Buy ISAs.
How does transferring affect my ISA allowance?
ISA transfers don’t impact your annual ISA allowance.
If you’d like to know more about how transferring an ISA works, call us on 0800 046 8007.
What information do I need to transfer my current ISA?
To carry out an ISA transfer, all we need is the name of your ISA provider, your account or policy number and an estimated value.
If you’re not sure how to find any of these, call us on 0800 046 8007 and we’ll be happy to help.
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.