How do I transfer an existing ISA to Retiready?
Updated 29 April 2024
Transferring existing ISAs to us lets you have all ISA investments in one account with one consolidated statement. It may help make tracking your investment performance and making any changes to your portfolio easier.
If you have a Retiready ISA, you can transfer an existing ISA over by selecting the Savings tab in the retirement planner, then select Transfer in.
If you don't have a Retiready ISA select the Shop tab to get started.
See our guide to transferring for more information.
Don't forget you can choose to use your whole ISA allowance for your Aegon Stocks and Shares ISA or you can split your ISA allowance across different types of ISA in accordance with the regulations. You mustn't contribute more than £20,000 across any permitted combination of ISAs in the same tax year and it's your responsibility to make sure that you don't exceed the annual ISA allowance.
Important things to consider
It's important to remember that the value of your consolidated stocks and shares ISA can fall as well as rise, isn’t guaranteed and you may get back less than you invest.
Any new funds you move your money into will have their own set of risks that will be detailed in the fund information available to you.
If you’re transferring from a cash ISA to our stocks and shares ISA, you’re actually transferring between two very different products. In a cash ISA your money is held on deposit, but in a stocks and shares ISA the value can fall as well as rise – so although our stocks and shares ISA has no fixed term, you should consider staying invested for at least five years – ideally longer.
FAQ Home