Lifetime Isa

How do I transfer my Moneybox Lifetime ISA to another Lifetime ISA provider?

You’ll need to contact your new LISA provider to get the transfer process started – they will send you the relevant documentation and process to follow.

All transfers are performed digitally and we are no longer processing posted transfer forms – to make sure your transfer reaches us, please request your new LISA provider send their paperwork to

Please note that if you are transferring out a Cash LISA to another provider, it isn’t currently possible to transfer back to Moneybox once the transfer out is complete.

For a Stocks & Shares LISA there are two types of transfer: cash and in-specie. A cash transfer sells down your existing shares and sends over the balance in cash. An ‘in-specie’ transfer means your specific holdings in each tracker fund are transferred across to the new provider. There is no charge for a cash transfer, while an in-specie transfer costs £25 per tracker fund.

Feel free to contact us with any further questions at!

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It's important you know

All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

Risk Warning
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