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Transfer funds and shares

Transferring investments to Bestinvest

You can easily transfer funds, shares and many other investments held outside of a pension or ISA into our Investment Account. 

Frequently asked questions

You can transfer funds, ETFs, investment trusts and most UK-listed shares to Bestinvest.

Yes, you can transfer existing SIPPs and ISAs into our ISA and SIPP accounts. If your investments are held in other accounts, you can transfer them using a Bed & ISA or Bed & SIPP transaction:

• A Bed & ISA transaction allows you to sell existing investments held outside an ISA and use the proceeds to open or top up an ISA account. You can then choose to buy the same investment back, choose another investment instead, or simply hold the cash within your ISA account.

• A Bed & SIPP lets you top up your pension by using your existing investments as SIPP contributions. You sell your investments and use the proceeds to open or top up your SIPP account. Then, you can buy the same investments back, select different ones or simply leave the cash in your account for future investing.


It takes 2-6 weeks depending on your provider and the assets you hold.

Speak to us about transferring funds and shares

Get in touch if you have any questions or need some help transferring your investments to Bestinvest:

Call usCall us on 020 7189 9999

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