How do I transfer an existing ISA to Retiready?
Updated 06 April 2023
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 the maximum amount you can pay into one stocks and shares ISA is currently £20,000 this tax year. This limit is set by HM Revenue and Customs (HMRC).
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.