How do I transfer an existing ISA to Retiready?
Updated 06 April 2020
If you have a Retiready ISA, you can transfer another ISA over from the savings section of your retirement planner.
If you don't have a Retiready ISA, select the Shop tab to get started.
When you've completed your ISA transfer details online, you'll need to fill in an ISA transfer authority form to post back to us.
Remember, you can have a Stocks and Shares ISA and a cash ISA per tax year but you'll only be able to contribute up to £20,000 (2020/2021) between these two products.
Important things to consider
It’s important to remember the value of your consolidated stocks and shares ISA can still fall as well as rise 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.