Special offers to give you more
value for your money
Special offers to give you more value for your money
Open a Stocks and Shares ISA and you could get £100 - £3,000 cashback. View
offer.
Open a Personal Pension (SIPP) and you could get £100 - £3,000 cashback. View
offer.
Transfer ISAs to your HL Stocks and Shares ISA and you could get up to £3,000
cashback.
View offer.
Transfer pensions to your HL SIPP and you could get up to £3,000 cashback. View
offer.
Make a cash payment of £3,500 or more to automatically enter our £50K prize
draw. View
offer.
Important information - Investors need to be happy to make their own investment decisions,
and
understand
that all investments can rise and fall in value. It’s possible to get back less than you pay in. You
usually
need to be at least 55 (rising to 57 from 2028) before you can access the money in your pension.
Pension,
ISA and tax rules can change and any benefits will depend on your circumstances. Before transferring
you
should always check the costs involved first and whether you’d lose any valuable benefits. This isn't
personal advice. If you’re
not
sure what’s best for your situation, you should ask for financial advice.
Open an HL Stocks and Shares ISA and get £100 - £3,000 cashback
Grow your investments free from capital gains and income tax, plus up to £3,000 cashback.
You should be aware of your ISA annual allowances before adding money. If you take money out of
your ISA before 31 March 2026, you may not receive cashback.
Open an HL Personal Pension (SIPP) and get £100 - £3,000 cashback
Enjoy 20%-48% tax relief on contributions, and a wider investment choice compared to many
providers, plus up to £3,000 cashback.
You should be aware of your pension annual allowances before adding money. If you take money out
of your SIPP before 31 March 2026, you may not receive cashback.
1. Subject to these terms and conditions, if you register for our HL Stocks and Shares ISA (“S&S
ISA”)
Cashback Offer (the “Offer”) and apply to transfer or make qualifying cash contributions into a new
ISA between 10 February 2025 and 5 April 2025 inclusive (the “Offer Period”), you will receive the
following cashback depending on the amount you contribute and/or transfer:
Amount paid in and/or 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;
• register for the Offer by 11:59pm on 5 April 2025;
• apply to transfer or make qualifying cash contributions totalling at least £10,000 into a new 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 form, postal
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 qualifying ISA transfers and/or contributions to your new 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 or
contributions will be treated under the Offer, contact us before you apply or make a payment. 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.
• Transfers: Only transfers in of ISAs from other providers will qualify for the Offer and be
considered qualifying transfers to determine the value of your cashback payment. 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.
• Contributions: Only cash contributions into your new HL S&S ISA will qualify for the Offer.
Contributions can be made via cheque, debit card, bank transfer, or easy bank
transfer. Interest, dividends and/or any increases in the value of the investments you hold will not
be considered qualifying contributions. You should be aware of your annual allowances before adding
money.
5. Account retention: If you transfer any portion of your new 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 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. Exclusions: The following are excluded from the offer:
• The lodgement of certificated shares;
• Contributions made via regular savings;
• 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 or contributions into any HL account other than your HL S&S ISA including any HL Group
ISA set up by your employer or a PMS ISA.
8. 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.
9. 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.
10. Governing Law: These terms are governed by the laws of England and Wales and subject to the
exclusive jurisdiction of the courts of England and Wales.
11. 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.
1. Subject to these terms and conditions, if you register for our HL Self-Invested Personal Pension
(“SIPP”) Cashback Offer (the “Offer”) and apply to transfer existing pensions from other providers
and/or make qualifying cash contributions into a new SIPP between 10 February 2025 and 5 April 2025
inclusive (the “Offer Period”), you will receive the following cashback depending on the amount you
contribute and/or transfer:
Amount paid in and/or 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 Group SIPP as a member of an HL Workplace pension scheme;
• not be a client making a contribution to an HL SIPP or PMS SIPP via HL Advisory Services;
• register for the Offer by 11:59pm on 5 April 2025;
• apply to transfer or make qualifying cash contributions totalling at least £10,000 into a new HL
SIPP within the Offer Period; and
• comply with these terms and conditions.
3. Registration: You can register for the Offer by completing the online registration form, postal
registration form, or asking us via Secure Message or telephone. If
you do not register for the Offer within the Offer Period, 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 and Payment: The total value of your cashback will be based on the cumulative
value of qualifying pension transfers and contributions to your new HL SIPP 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 or contributions will be treated under the Offer, contact us before you apply or make a
payment. 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.
• Transfers: Only transfers in of existing pensions from other providers will qualify for the Offer
and be considered qualifying transfers to determine the value of your cashback payment.
• Contributions: Basic rate tax relief, employer contributions, interest, dividends and/or any
increases in the value of the investments you hold will not be considered qualifying contributions.
5. Account retention: If you transfer any portion of your new HL SIPP away, make a withdrawal or
close it, leaving your account balance lower than the minimum eligibility value, before 31 March
2026, the cashback will not be paid. The only exceptions are for tax-free cash withdrawals, annuity
purchases brokered by Hargreaves Lansdown, drawdowns or UFPLS applications through the HL service.
You are free to switch between investments and in and out of cash within your HL SIPP.
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 pension transfer deadline by six months (until 5 October 2025).
7. Contributions: Only cash contributions into your new HL SIPP will qualify for the Offer.
Contributions can be made via cheque, debit card, bank
transfer, or easy bank transfer. 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. You
should be aware of your annual allowances before adding money.
8. Exclusions: The following are excluded from the offer:
• Transfers of defined benefit/final salary pension;
• The lodgement of certificated shares;
• Contributions made via regular savings;
• 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 or contributions into any HL account other than your HL SIPP including into a PMS SIPP.
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.
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.
1. Subject to these terms and conditions, if you hold an HL Self-Invested Personal Pension (“SIPP”) on 9
February 2025, register for our SIPP Client Cashback Offer (the “Offer”) and apply to transfer a pension into
your HL SIPP 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 Group SIPP as a member of an HL Workplace pension scheme;
• register for the Offer by 11:59pm on 5 April 2025;
• apply to transfer a pension of at least £10,000 into your existing HL SIPP within the Offer Period; and
• comply with these terms and conditions.
3. Registration: You can register for the Offer by completing the online registration form, postal
registration form, or asking us via Secure Message or telephone. If you do not register for the Offer within
the Offer Period, 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 value will be based on the cumulative value
of your qualifying pension transfers into your existing HL SIPP 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 SIPP away, make a withdrawal, or close it,
leaving your account balance lower than the minimum eligibility value, before 31 March 2026, the cashback will
not be paid for this portion if it leaves your account balance below the value added during the Offer Period.
The only exceptions are for tax free cash withdrawals, annuity purchases brokered by Hargreaves Lansdown,
drawdowns or UFPLS applications through the HL service. You are free to switch between investments and in and
out of cash within your HL SIPP.
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 pension
transfer deadline by six months (until 5 October 2025).
7. Contributions: Only transfers into your existing HL SIPP 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
purposes of this Offer.
8. Exclusions: The following are excluded from the offer:
• Transfers of a defined benefit/final salary pensions;
• 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 SIPP including a PMS SIPP.
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 for any reason,
including legal or regulatory reasons 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.
1. Subject to these terms and conditions, if you subscribe a minimum of £3,500 (a “Qualifying Payment”) into a
new or existing HL Stocks and Shares ISA (S&S ISA), HL Cash ISA (CISA), HL Lifetime ISA (LISA) or HL
Self-Invested Personal Pension (SIPP) between 10 February 2025 – 5 April 2025 inclusive (the “Qualification
Period”), we will automatically enter you into a prize draw to win a cash sum of £50,000 (the “Draw”).
2. Qualifying Payments: Only cash contributions into your HL S&S ISA, CISA, LISA or SIPP will qualify for the
Draw. Contributions can be made via cheque, direct debit, debit card, bank transfer, easy bank transfer or
lodgement of SAYE (Save AS You Earn) or SIP (Share Incentive Plan). Payroll subscriptions, transfers from other
ISAs or between HL accounts and/or HL clients will not be eligible. Clients making a contribution to a HL Group
ISA, HL Group SIPP, PMS SIPP or PMS ISA via HL Advisory services will not be included in the Draw. For payments
sent through the post, the application must be received before the end of the Qualification Period. You can only
be entered into the draw once.
3. Eligibility: To be eligible for the Draw, 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 withdraw or transfer out of your HL S&S ISA, CISA, LISA or SIPP before 20 May 2025; and
• comply with these terms and conditions.
4. Opting out: Upon making a Qualifying Payment within the Qualification Period, you will be automatically
entered into the Draw, in accordance with clause 1 of these terms and conditions. If you do not wish to be
entered, please contact us on 0117 900 9000.
5. The draw: Two winners will be randomly chosen by 31 May 2025 by Hargreaves Lansdown and each will receive a
£50,000 payment. The payment will be made by 31 May 2025 to the winners’ Loyalty Bonus Accounts. If a winner
does not have a Loyalty Bonus Account, the payment will be made to the Nominated Bank Account details we hold on
record or sent by cheque to their address. The winners will be notified by telephone or email by 31 May 2025. If
we cannot get in contact with a winner, then the winner’s prize may be forfeited and we will be entitled to
select another winner. The winners will also receive a notification once the payment has been made via Secure
Message.
6. Public information: We are required to make available information that indicates that a valid award took
place. To comply with this obligation, we will send the surname and county of prize winners to anyone requesting
this information. If you object to any or all of your surname and county being published or made available,
please notify us by calling 0117 900 9000. Please note, we must still provide your details to the Advertising
Standards Authority on request. We may contact prize winners to ask if they would be willing to take part in a
case study of the Draw. Prize winners do not have to take part in any such case study and are free to decline
our request.
7. Our decision on any aspect of the prize draw is final and binding and we reserve the right to cancel, suspend,
or amend the Draw at any time and for any or no reason. If a winner rejects their prize or if their entry is
invalid or in breach of these terms and conditions, the winner’s prize will be forfeited and we shall be
entitled to select another winner.
8. Data processing: By entering the Draw, you agree to the collection, retention, usage and distribution of your
personal information in order to process and contact you about your entry. We shall use and take care of any
personal data you supply to us as described in our privacy policy (www.hl.co.uk/privacy-policy).
9. 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.
10. Company Information: The Draw is provided by Hargreaves Lansdown Asset Management Limited, which is a limited
company registered in England and Wales with the 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.