Transfer ISAs to your HL Stocks and Shares ISA
Register for £100-£3,000
cashback offer
Transfer ISAs over £10,000 to your HL Stocks and Shares ISA to
qualify. Offer ends
5 April 2025. Full terms
and registration
form below.
Transfer ISAs over £10,000 to your HL Stocks and Shares ISA to qualify. Offer ends 5 April 2025. Full terms and registration form below.
To get this offer, you need to register your interest and submit your ISA transfer application by 5 April 2025. You must also keep your money in your ISA until 31 March 2026. You’ll receive your cashback by 30 April 2026, or later if a transfer hasn’t completed by then - see full terms for details.
If you need more time to transfer, you can register for a 3-month extension.
It's free to transfer to us, but before transferring you should ask your current provider if there are any exit fees, or if you’ll lose any valuable benefits.
Please note: Investments can rise as well as fall in value, so you could get back less than you invest. This isn’t personal advice. If you’re not sure if transferring is right for you, please ask us for financial advice.
| Amount transferred | Cashback |
|---|---|
| £10,000 - £99,999 | £100 |
| £100,000 - £249,999 | £250 |
| £250,000 - £499,999 | £500 |
| £500,000 - £999,999 | £1,000 |
| £1,000,000+ | £3,000 |
Thank you for registering for our latest cashback offer
You should receive a confirmation email shortly.
Ready to transfer now?
What to check before you transfer
Most providers allow you to transfer your investments as they are. But some investments may need to be sold before transferring. Please check this before you apply. During your transfer stock market rises and falls will continue to impact your investments. You won’t typically be able to sell or switch the investments you hold, or use cash to buy investments, while your transfer is in progress.
If you’re transferring a fixed rate Cash ISA, remember that if you leave before the end of the term, you may have to pay a fee.
Before you apply to transfer, make sure that all your personal details (including current name and address) are up to date with your existing provider. This can help to avoid delays. You should also check for exit fees, and that you won’t lose any valuable benefits or guarantees before applying.
This is not personal advice. If you’re not sure what’s best for you, ask us about advice.
How to transfer
The fastest way to transfer is online. Make sure you’ve read through our Terms & Conditions (including charges) and Key Features (including the Important Investment Notes, Transfer Checklist and Common Transfer Declaration) first. If you prefer, we can send you an application in the post - just select this option below.
We'll take care of the rest
Once we receive your application, we’ll contact your current provider and start your transfer. We’ll also keep you updated along the way and let you know once your transfer is complete.
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FAQs
Consolidating my investments helped me to simplify things. I like how easy it is to manage my investments myself. I also like the customer service and I always get quick responses to any of my questions.
Andy
Andy
I consolidated my investments and pensions with Hargreaves Lansdown. My wife and daughters also use them for their investments, making it easier for us to manage everything in one place.
Bruce
Bruce
Talk to our transfer team
If you’re considering transferring, but you’ve got some questions about our service or charges please get in touch. Our experts can talk you through the application process and help you to decide if transferring is right for you.
During your call, you'll get answers to your questions. But you won’t get personal advice.
Call 0117 906 7816.
Terms of the Existing HL Stocks and Shares ISA Client Cashback Offer (10 February 2025 – 5 April 2025)
1. Subject to these terms and conditions, if you hold an HL Stocks and Shares ISA (“S&S ISA”) on 9 February 2025, register for our HL S&S ISA Cashback Offer (the “Offer”) and apply to transfer into your HL S&S ISA between 10 February 2025 and 5 April 2025 inclusive (the “Offer Period”), you will receive the following cashback depending on the amount you transfer:
| Amount transferred | Cashback |
|---|---|
| £10,000 - £99,999 | £100 |
| £100,000 - £249,999 | £250 |
| £250,000 - £499,999 | £500 |
| £500,000 - £999,999 | £1,000 |
| £1,000,000+ | £3,000 |
2. Eligibility: To qualify for the Offer, you must:
• be a UK resident;
• be aged 18 or over;
• not be an employee of any Hargreaves Lansdown group company or a member of any such employee’s immediate
family or household;
• not hold an HL S&S ISA as an employee of an HL Workplace client;
• register for the Offer by 11:59pm on 5 April 2025;
• apply to transfer at least £10,000 into your existing HL S&S ISA within the Offer Period; and
• comply with these terms and conditions.
3. Registration: You can register for the Offer by completing the online registration formpostal registration form, or asking us via Secure Message or telephone. If you do not register for the Offer, no cashback will be paid. If you register for the Offer and we receive your qualifying transfer application(s) within the Offer Period, even if the transfer itself isn’t completed until after the Offer closes, you will still qualify.
4. Cashback Calculation/Payment: The total value of your cashback will be based on the cumulative value of your qualifying ISA transfers into your existing HL S&S ISA made within the Offer Period. The maximum cashback payment you can receive under this Offer is £3,000. The cashback payment will be paid into your Loyalty Bonus Account by 30 April 2026 or within 8 weeks from the date your final qualifying transfer completes if later. The payment date will be determined by us. The cashback can be kept in your Loyalty Bonus Account, withdrawn, or transferred to another of your HL accounts. If moved into an ISA or SIPP, this will count towards your annual allowance. The cashback will be funded by Hargreaves Lansdown, not from your own cash or investments, and we reserve the right to determine how cashback payments are calculated. If you're unsure how your transfers will be treated under the Offer, contact us before you apply. By registering for the Offer and making a qualifying contribution within the Offer Period, you agree to be bound by the terms of this Offer.
5. Account retention: If you transfer any portion of your HL S&S ISA away, make a withdrawal, or close your S&S ISA, leaving your account balance lower than the minimum eligibility value, before 31 March 2026, the cashback will not be paid.
6. Transfer extension: If you need more time, you can complete the online extension form, call our Helpdesk or send us a Secure Message through your online account by 11:59pm on 5 April 2025 to extend the S&S ISA transfer deadline by three months (until 5 July 2025).
7. Contributions: Only transfers into your existing HL S&S ISA will qualify for the Offer. It isn’t possible to combine the value of transfers into other HL products or accounts with different client numbers for the purpose of this Offer.
8. Exclusions: The following are excluded from the offer:
• The lodgement of certificated shares;
• Movements of investments or cash already held on the HL platform (including switches, transfers or maturities
between HL accounts and interest received on any assets held in those accounts); and
• Transfers into any HL account other than your existing HL S&S ISA including any HL Group ISA set up by your
employer or a PMS ISA.
9. Conjunction with other offers: You may qualify for multiple offers launched during this Offer Period assuming you meet the eligibility criteria for each offer. If you have previously opted into an offer for which you are still eligible, which relates to the same product, we will assume that it is the first offer you wish to participate in. If you’re unsure about your registration or eligibility, please contact us to confirm your details.
10. Suspension or removal: We reserve the right to remove or suspend the Offer at any time and for any or no reason by posting a notice on our website. If the Offer ends early, all qualifying applications received before the notice will still be accepted. You can opt out of the Offer at any time by contacting our Helpdesk on 0117 900 9000.
11. Governing Law: These terms are governed by the laws of England and Wales and are subject to the exclusive jurisdiction of the courts of England and Wales.
12. Company Information: This Offer is provided by Hargreaves Lansdown Asset Management Limited (company number 01896481), whose registered office is 1 College Square South, Anchor Road, Bristol, BS1 5HL. References in these terms and conditions to “our”, “us” or “we” are to Hargreaves Lansdown Asset Management Limited.