Transferring your ISA

Transferring your ISAs into one place keeps things simple. If your account allows it, you can transfer ISAs from provider to provider or from ISA to ISA with the same provider.

If you wish to move your ISA to another provider, it is important that this is done through the ISA transfer process to protect the tax-free status of your funds. We accept cash transfers from Stocks & Shares ISAs, Cash ISAs, Innovative Finance ISAs to our Cash ISAs and Lifetime ISAs to our Cash Lifetime ISAs if your account allows transfers in.

Transferring your ISA to us

We want to make transferring your account as easy as possible, to help us do this please answer the questions below to find out how to transfer your ISA.

The type of transfer your current ISA provider offers can determine the amount of time it takes to transfer your ISA to Skipton:

  • We aim to complete 80% of Cash ISA transfers within 7 working days
  • Stocks & Shares transfers take up to 26 days.


    Transferring into your Lifetime ISA

  1. Log into Skipton Online and select your Lifetime ISA
  2. Select ‘ISA Transfer In' and follow the instructions online – you need to print, sign and return the completed form
  3. If you do not post your completed application by 1 March 2018 your funds may not land in your account by 5 April 2018.

 

Type of Transfer?

Version Info: