Save money with the return of our biggest ever cashback offer

It pays to have everything under one roof. .

Important information: If you’re not sure whether a course of action is right for you, please ask us for personal advice. If you’re thinking about transferring, first check for exit fees and that you won’t lose any valuable guarantees or benefits before applying. Unlike cash, investments can rise as well as fall in value, so you could get back less than you invest. The information on our website is not personal advice.

Transfer to the UK's No.1 investment platform for private investors

More choice

Pick your own investments or choose from ready-made options. Plus, get access to expert insight and investment ideas to help you make your decisions.

Better control

It’s easier to manage your ISAs and investments when they’re in one place. Track performance online or with our award-winning app, and make any changes quickly and easily.

Save money

Get cashback when you transfer. You could use the money to top up your investments, put it towards your HL account charges, or withdraw it to your bank account.

This isn’t personal advice. If you’re not sure what’s best for you, ask us about advice.

How much cashback could you get?

ISA and investment transfers

Get between £50 – £1,000 cashback when you transfer accounts worth £4,000 or more in total into the HL Stocks and Shares ISA or HL Fund and Share Account.

You will need to register for the cashback offer and apply to transfer by 29 February 2024 to qualify. .

It's important to consider your options carefully, so if you'd like more time to decide let us know, and we will give you a 3 month extension.

If you transfer away any portion of your account within a year we may reclaim your cashback.

What ISAs and investments qualify?

Stocks and Shares ISAs
Cash ISAs
Funds and shares

The lodgement of share certificates will not qualify for cashback.

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 or guarantees by transferring. More on HL charges.

Transfer Value	Your Cashback
£4,000 - £9,999	£50
£10,000 - £19,999	£100
£20,000 - £39,999	£150
£40,000 - £59,999	£300
£60,000 - £79,999	£500
£80,000 or more	£1,000

How to register for cashback

To get cashback, you must register first by completing the form below. Once you’ve registered, you’ll then have until 29 February 2024 to apply to transfer. .

Frequently asked questions, including those around the offer, can be found below.

ISA and investments

Enter your details

Important - Please enter your full name, and correct email address. If you apply to transfer and these details do not match those on your transfer application, or the details we already hold for you if you’re an existing client, then cashback payment may not be made automatically.

Title

First name

Surname

All emails relating to this initiative are classed as general marketing. By filling out this form you are signing up for emails relating to the cashback offer and other relevant marketing we believe might be of interest to you.

We explain how we use your data in our Privacy Policy. If you would like to amend your marketing preferences or unsubscribe you can do so by clicking 'unsubscribe' on any of our emails, once logged into your account on your account settings and by calling our helpdesk on 0117 900 9000.

FAQs

You will qualify for cashback if you register first, and during the qualifying period you do one or more of the following:
- Transfer ISAs or investments worth £4,000 or more to HL. Register now
- Transfer pensions worth £10,000 or more to HL. Register now
- Open a new Active Savings Account and deposit £5,000 or more. Register now
You can qualify for multiple cashback offers as long as you meet the criteria outlined in each set of terms. The cashback may be paid to you in a different way depending on the product you choose and at different times. We may also claim back any cashback paid to you as detailed in the full cashback terms.
We’ll pay your cashback payment into your Loyalty Bonus Account which is separate from your other HL Account(s).

You’ll receive the cashback payment within 8 weeks from the date that your last qualifying transfer completes. You can keep the cash in your Loyalty Bonus Account to pay for your HL account charges, withdraw it or move it into another HL account. If moved into an ISA or SIPP, it will count towards your annual allowance for the tax year. You can’t normally access money in a pension until age 55, rising to 57 by 2028.

If you qualify for Active Savings cashback, your cashback will be paid into your cash hub within one month of your qualifying period for cashback, which ends 60 days after you open your account.
You don’t need to tell your provider that you want to transfer away. We'll do this on your behalf once we receive your application. But you should check what exit fees you may need to pay, or if you’ll lose any valuable benefits before making your decision.

Having pensions and investments in one place is like a dream. I only have to log in once.
Haydn

Keeping things simple and together, I believe, has enabled me to make better investment decisions.
Phillip

Best Online Stockbroker
The Personal Finance Awards 2022/2023

Best Buy ISA
Boring Money Awards 2023

Talk to our transfer team

If you’re considering a transfer, 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 or book a 30-minute appointment with our transfer experts.

This website is issued by Hargreaves Lansdown Asset Management Limited (company number 1896481), which is authorised and regulated by the Financial Conduct Authority with firm reference 115248.

The Active Savings service is provided by Hargreaves Lansdown Savings Limited (company number 8355960), which is authorised and regulated by the Financial Conduct Authority with firm reference 915119. Hargreaves Lansdown Savings Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 with firm reference 901007 for the issuing of electronic money.

Hargreaves Lansdown Asset Management Limited and Hargreaves Lansdown Savings Limited are subsidiaries of Hargreaves Lansdown plc (company number 2122142).

1. Subject to these terms and conditions, if you register for our Transfers Cashback Offer (Nov 23 – Feb 24) and apply to transfer an existing pension, ISA or general investment account from another platform between 16 November 2023 and 29 February 2024 inclusive (the “Offer Period”), you will receive a cash amount after the transfer is complete, depending on the amount you transfer (the “Offer”). The Offer is funded by us, and the cashback will not come from your own cash or investments.

2. You must register for the Offer to qualify. You can do this by completing the online cashback registration form, the postal cashback registration form or by asking us via secure message (using your online account) or by telephone to register you manually. If you do not register for the offer, no cashback will be paid.

3. 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. The cashback payment will be paid into your Loyalty Bonus Account which is separate from your other HL Account(s). You will receive the cashback payment within 8 weeks from the date that your last qualifying transfer completes. The payment date will be determined by us. The cash can be kept in your Loyalty Bonus Account for fee collection, withdrawn or moved into another of your HL accounts. If moved into an ISA or SIPP, it will count towards your annual allowance.

5. We ask you keep your HL account(s) for at least one year from the date that the last qualifying transfer completes. Please feel free to switch between investments and in or out of cash within your account, but if you decide to transfer any portion of your receiving account away or close your account within 12 months of the date your last qualifying transfer completes, then we reserve the right to reclaim the cashback paid. If cash is to be reclaimed, then you will be notified, and the cash will be taken within 7 days of the account closure or transfer out.

6. It isn’t possible to combine the value of transfers into accounts with different client numbers for the purpose of this Offer. The maximum amount of cashback you can receive under this Offer across all pensions, ISA or general investment account transfers is £4,500.

7. If you register for the Offer and apply to transfer existing ISAs or general investment accounts within the Offer Period with a total value of at least £4,000 from other providers to our platform into your HL Stocks and Shares ISA or HL Fund and Share Account, you will receive a cash amount between £50 and £1,000.

8. The total value of your cashback will be based on the cumulative total value of qualifying ISA and general investment account transfers made within the Offer Period. The value of the cashback paid will be determined in accordance with the tiers identified in the table accompanying these terms and conditions.

9. If you need more time to decide whether you want to transfer to us, please complete the online extension form and we will extend the ISA and general investment deadline for you by three months. Alternatively, call our Helpdesk on 0117 906 7816 or send a secure message through your online account.

10. The following are excluded from the Offer: (1) the transfer of a Junior SIPP, Junior ISA, Child Trust Fund, Lifetime ISA or defined benefit/final salary pension; (2) new money cash subscriptions into any existing HL Account; (3) the lodgement of certificated shares; (4) movements of investments or cash already held on the HL platform, including switches or transfers between or within existing HL accounts or income and interest received on any assets held in those accounts; (5) transfers to the HL Cash ISA.

11. We reserve the right to remove or suspend the Offer if necessary, including for legal or regulatory reasons or otherwise, by posting a notice on our website. If the Offer closes early, all qualifying applications already received at the time of the posting of the notice will still be accepted.

12. We also reserve the right to determine how the cashback payment is calculated. Therefore, if you are not sure how your transfers will be treated under the terms of this Offer, please contact us before you apply to transfer. By registering for the Offer and submitting a qualifying application within the Offer Period, you agree to be bound by the terms of this Offer.

13. These terms are governed by the laws of England and Wales and subject to the exclusive jurisdiction of the courts of England and Wales.

14. This Offer is provided by Hargreaves Lansdown Asset Management Limited, which is a limited company registered in England & 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.

Ready-Made Investments

Ready-Made Pension Plan

Stocks and Shares ISA

Fund and Share Account

Cash ISA

Junior Stocks and Shares ISA

SIPP (Self-Invested Personal Pension)

Active Savings Account

Lifetime ISA

Junior SIPP (Child's pension)

Bare Trust Account

Save money with the return of our biggest ever cashback offer

It pays to have everything under one roof. Terms apply.