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Transfer your Investments

You don’t need to make new investments to use our service. You can move investments you hold with other providers to us. You’ll benefit from a consolidated view of all of your investments and in most cases save money with our low fees.

Transferring your existing ISAs, funds, shares, SIPPs or pensions to the Online Investment Service will give you access to thousands of investment opportunities and funds from over 50 fund companies. In most cases, you can choose to remain invested in the same funds or shares that you currently hold.


Gain greater control and visibility over your pension investments by transferring to a SIPP.



Manage all your ISA investments with ease by transferring them to us. We make the process easy.



You can hold funds alongside your ISA and pension investments to see the bigger picture.



Transferring your shares to us lets you monitor them with ease and benefit from our low dealing fees.


How to transfer your assets

How to transfer your assets

This factsheet covers everything you need to know if you are transferring existing assets to Bestinvest.

If you would like to discuss your transfer options or would like us to prepare the paperwork for you, call us on 020 7189 2400.


Investments you can move to the online investment service

We can help you transfer most types of investment from other providers to us including:

  • Unit trusts and OEICs
  • Stocks and Shares including Investment trusts and ETFs
  • Cash ISAs*
  • Junior ISAs
  • SIPPs**
  • Personal pensions
  • Stakeholder pensions
  • Protected Rights pensions

Up to £500 to transfer your investments

Up to £500 to transfer your investments

It’s free to transfer-in assets to the Online Investment Service. You may find that your current provider levies exit or closure fees. For a limited period, we will pay up to £500 to cover the cost of any exit fees levied by your provider (subject to terms and conditions).

Fees for drawdown and exit penalties may apply.

If you would like to discuss your transfer options or would like us to prepare the paperwork for you, call us on 020 7189 2400.

**Before you consider transferring a pension, it is important to ask yourself: Will I lose any valuable benefits or features from my existing pension plan? Will I incur any penalties on my existing pension if I transfer? Is it an occupational final salary pension scheme? (in which case it is very unlikely to be advisable to transfer) Have I considered the charges on my current plan? (a new arrangement may be more expensive – especially if you have a stakeholder pension) If you are near retirement or don’t need the additional flexibility of a SIPP it may not be worth considering a transfer at all.


Past performance is not a reliable indicator of future returns

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

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