Tax year falls over Easter weekend- so if you're using your 2020/21 ISA allowance you must pay into your Skipton ISA before:
Any payments received after these times may not be processed in time and might count towards your ISA allowance for the 2021/22 tax year.
There are a few different types of transfer you can make if your account allows it. Choose from the options below and we'll help you through the process.
If you're thinking of leaving us, we'd be sorry to see you go but you can always call us on 0345 850 1722 to discuss your options.
If you do wish to transfer your Skipton Cash ISA to another provider, you will need to contact your new provider who will then contact us to carry out the transfer. We aim to process any request to transfer within seven working days from the day we receive the request from the new provider.
If you’re transferring a Skipton Fixed Rate Cash ISA during the fixed term, there will be an interest penalty as described in your account terms and conditions. This may mean you may get back less than you paid in.
Please note that if you withdraw any funds from your Skipton Cash ISA without following the ISA transfer process, these funds will lose their tax-free ISA status.
Before you can transfer your ISA, you will need to choose and open one of our Cash ISAs. Please take a look at our current Cash ISA Range to decide which one is the best for you. If you open an ISA online you will be able to request to transfer your existing ISA as part of the opening process.
Please note we can only transfer the full balance of an existing Skipton ISA into another Skipton ISA. We are unable to transfer only part of your balance between Skipton ISAs.
To transfer your Stocks & Shares ISAs to a Skipton Cash ISA, you will need to complete the Stocks & Shares ISA Transfer Form.
Please return the completed form to:
Or return it to any of our branches.
If you are not registered with Skipton Online you will need to complete a Transfer Revalidation Form and return to the below address.
To arrange your ISA Transfer from another provider you will need to complete the Transfer Authority Form and return it to:
Or return it to any of our branches
As your ISA is an online account please log in to Skipton Online, select the ISA you want to transfer to and select the ISA Transfer In option.
The time a transfer takes depends on the type of ISA:
We have plenty of ISA options to choose from within our range.
Find answers to your ISA questions in our ISA help area.
We have ISA specialists in all our branches to help with questions and account opening.
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