Transfer your investments

Transferring from other providers to Bestinvest

Transferring investments to our Online Investment Service is an easy way to take advantage of everything the service has to offer without investing a penny of new money. Whether you already have an account with us or are opening one now, it’s quick and easy to transfer to Bestinvest.

Reasons to transfer your investments

Easier to manage

It’s easier to manage and review your investments in one place

Save money

You could save money by paying fees to fewer providers

Less effort

You’ll save time and effort with less paperwork to deal with

How do I get started?

Transferring to Bestinvest is as easy as completing some paperwork and sending it to us through the post. You will need your account/reference number from your current provider so it may be helpful to find this first. You can begin your transfer using the buttons below.

Frequently asked questions

Which types of investments and accounts can I transfer?

You can transfer shares, funds and cash. You can transfer almost any type of investment account to Bestinvest, including general investment accounts, ISAs, Junior ISAs, Child Trust Funds, SIPPs and other pensions (but not final salary/defined benefit pensions).

Does it cost anything to transfer?

No, it’s free and one of the many benefits of transferring to Bestinvest is that we pay up to £500 for exit fees applied by your existing providers*.

How long does a transfer take?

It varies from provider to provider. In general, consolidating ISAs could take just a week and pensions just 15 working days. Some providers still require manual transfers – these can take up to 8 weeks for ISAs or 12 weeks for pensions.

Do I have to sell my investments?

No. When transferring any type of investment account, you can transfer your investments as stock or cash. Whichever option you choose, any existing pension or ISA wrappers will be kept.

£500

We will pay you up to £500

We will pay up to £500 towards any exit fees your current providers charge when you transfer your investments to Bestinvest.*

Speak to an expert

If you would like to talk to us about your investment needs you can contact us on:

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)
*Exit fees may apply if you leave Bestinvest.