ISA Manager transfer form - Instruction to transfer an existing ISA to your Lloyds Bank e-Investments stocks and shares ISA. ISA Manager transfer form - Instruction to transfer an existing ISA to your Lloyds Bank e-Investments stocks and shares ISA; 2025

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An ISA transfer is the process you go through if you want to move your savings from one Individual Savings Account (ISA) to another.
No. Neither transferring nor renewing your ISA count as a new ISA. Even if you havent paid anything into your ISA for over a whole tax year (6 April to 5 April the following year), you can restart contributions into your existing ISA again.
Yes, you can request a transfer directly from the mobile or web app. In Invest/SS ISA accounts, simply tap on Portfolio transfer and follow the steps. For Cash ISA accounts, this option is located in the menu bar on the bottom.
You can use the app to transfer your ISA to Lloyds: Have an ISA to transfer funds to. Launch the app. Select Account. Select the 3 dots next to the ISA account you want to transfer to. In the Pay in and out section, select Transfer an ISA. Fill in the transfer form.
ISA transfers help you move your money from one ISA to another, helping protect your money from tax, even if youve paid into your existing one in this tax year. You can transfer from your existing stocks and shares or cash ISA into a new Halifax cash or Investment ISA.
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How to transfer on the website Log in to your account. Select Stocks and Shares ISA. Select the Cash tab. Under Manage cash on your account select Transfer money. Next to HL Cash ISA, select Transfer money. Enter the amount you wish to transfer and select Next.
If you hold an ISA with another provider, you can switch your current or previous years ISA to Lloyds Bank. This could be a Stocks and Shares ISA or a Cash ISA. Simply open a Share Dealing ISA with us (or log into an existing one) and complete the online transfer form - well do the rest.
The ISA that best suits you depends on your investor profile and financial goals. If youre risk-averse, you might prefer a cash ISA. If youre interested in getting a higher return on your investment, you might enjoy growth from a stocks and shares ISA. If youre somewhere between the two, you might like to do both.

lloyds bank isa transfer form pdf