TRANSFER ISAS, PENSIONS & GIAS

Transfer your Pension, ISA or GIA with our free service and receive a gift of up to £500

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Whether you’re a new or existing client, our free investment transfer service may help you get more from your investments. All you need to do is send us a form and we’ll take care of the whole process for you, at no charge.

why transfer?

Technology

Consolidated view of your investments

Up Arrows

Opportunity for greater
potential growth

24/7 Tracking

24/7 tracking online
and by app

Invest

Invest in True Potential
Portfolios

TRANSFER GIFT

If you choose to transfer an ISAs, Pensions or general investments to us, you’ll be eligible for a transfer gift of up to £500.

 

You Transfer Your Gift
£5,000 – £24,999 £20
£25,000 – £49,999 £50
£50,000 – £99,999 £100
£100,000 – £149,999 £250
£150,000 or more £500

HOW TO TRANSFER

Transferring your investment is hassle-free as we do all the hard work for you. Download and print one
of our forms, fill it in and send back to us.

If you have any questions or are unable to fill in parts of the form, don’t worry. Just call our dedicated
team who are on hand to help on 0800 046 8007 between 8am-8pm weekdays.

 

ISA Transfer Form Pension Transfer Form GIA Transfer Form

Before transferring, please read: