Transfer your ISAs to Standard Life

ISA Transfer incentive

If you transfer your existing ISAs (cash or stocks and shares) to Standard Life and they are worth at least £15,000, we will give you £100 M&S vouchers. Please see below for full Terms and conditions.

Not happy with the funds you’re currently invested in?

Transfer to Standard Life and you’ll have access to our simple investment solutions with MyFolio Managed Funds and over 1,800 funds from other leading investment fund managers. Whatever type of investor you are, you’ll have a great choice of funds to create your own portfolio.

You could save money

If you like to manage your investment portfolio actively and switch funds on a regular basis, you could save money with Standard Life discounts on initial charges – typically around 3%. Our MyFolio Managed Funds have no initial charges at all. Other charges may still apply. Charges are subject to change and are not guaranteed.

Easier to manage

Transfer all your ISAs to Standard Life and you’ll be able to review them all online and you’ll have less paperwork. So you can check the performance of your ISAs whenever you want and you’ll find it easier to work out what all your ISA investments are worth. For more information on the risks and commitments please read and store the Key Features Document PDF (205Kb).

And it’s easy to transfer

Let our ISA experts take care of everything for you, call us on 0845 272 8825. Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary.

Standard Life Direct is provided by Standard Life Client Management Limited and only advises on and sells products from subsidiaries of Standard Life plc and some external providers. Where advice is provided, there may be an additional cost.

When transferring a Stocks and Shares ISA a number of considerations should be made. There could potentially be a loss of income and growth while the transfer is pending. There may also be charges incurred including exit costs.

Our ISA experts will do all the admin for you. Just give them a call and they’ll get the transfer paperwork started.

Two simple steps to transferring your ISAs.

Step 1 - Decide if you want the same, or new, investments

Keep the same investments - in most cases we can simply re-register those investments and start managing them for you. We'll let you know if this isn't possible.

Choose new investments - you’ll have two options:

• Option 1: Simple investment solutions - The MyFolio Managed fund range is made up of five expertly constructed funds actively managed by Standard Life Investments. These have been specifically designed to maximise potential returns for a given level of risk.
• Option 2: Our full fund range - choose from over 1,800 funds from leading investment fund managers that cover the vast majority of market sectors.

Step 2 - Starting your transfer

We will need to know:

• Who you’re currently investing with
• Your account number or client number
• Roughly how much you have invested.

We may need additional information about your ISAs. If we do, we'll contact you. All you have to do is sign and return the completed form. Once your transfer is complete, you'll receive your new policy documents from us.

Let our ISA experts take care of everything for you, call us on 0845 272 8825. Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary.

Standard Life Direct is provided by Standard Life Client Management Limited and only advises on and sells products from subsidiaries of Standard Life plc and some external providers. Where advice is provided, there may be an additional cost.

When transferring a Stocks and Shares ISA a number of considerations should be made. There could potentially be a loss of income and growth while the transfer is pending. There may also be charges incurred including exit costs.