The value of your investment can go down as well as up and you may get back less than you paid in. Laws and tax rules may change in the future. Your own circumstances and where you live in the UK also have an impact on tax treatment.

Your Transfer Request

Use this form to request a transfer to your ISA or Personal Portfolio.

Simply fill in the form below and click the submit button - we'll take it from there.

Your Details

Please enter your details below. Your account number with us starts with WP and you can find it on your online account

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Transfer Acknowledgement

I Authorise My Current Provider to:

  • Transfer my full holdings in the ISA and/ or Personal Portfolio specified above to Standard Life Savings Limited.
  • Effect the re-registration (or in specie transfer) of my holdings above, supported by a conversion to a compatible share class where applicable.
  • Transfer all remaining holdings of the ISA via encashment.
  • Provide any information that Standard Life Savings Limited may require, on my behalf, including, but not limited to, details of current plan(s) and value(s) and transaction and dividend histories.
The Below Declaration is Applicable to ISA Transfers Only
  • I authorise Standard Life Savings Limited to hold my cash subscription, ISA investments, personal portfolio assets, interest, dividends and other rights or proceeds in respect of those investments and any other cash.
  • I authorise Standard Life Savings Limited to make on my behalf any tax relief claims in respect of ISA investments.
  • I agree to the Wrap ISA T&Cs.
  • I declare that this form has been completed to the best of my knowledge and belief.
  • I agree to transfer my ISA/s, as specified above, to Standard Life Savings Limited.
Client Notes and Terms:
  • If I have not supplied investment instructions to my current provider I accept that any monies received from my current provider, will remain un-invested, or ‘out of the market’.
  • I understand that, to enable my transfer request, a conversion to a compatible share class may be processed by my current provider. This process typically takes several days to complete and therefore may slow down your transfer slightly.
  • I understand the fund management costs may also increase or decrease slightly depending on the share class used to allow the re- registration to happen.
  • Where applicable, Standard Life Savings Limited will process a conversion to the cheapest available share class upon receipt of my re- registered holdings from my current provider.
  • Standard Life Savings Limited will consolidate all my previous tax year ISAs together.
  • I agree to Standard Life Savings Ltd accepting the valuation received from my current provider, which may differ to the information provided in my transfer request.