ISA/LISA Transfers

What is an in-specie transfer?

An ‘in-specie’ transfer refers to a method of transferring an investment account to another provider. In-specie transfers involve moving your specific units in a tracker fund across to your new ISA/LISA provider, rather than selling down your investments and moving the proceeds across as cash.

In-specie transfers typically take up to 6 weeks to complete. You can also opt for a ‘mixed’ transfer, which means we transfer some of your balance across in-specie and the rest as cash.

View other topics

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
Get the app