Can I do a partial ISA or Lifetime ISA transfer out?

You can request a partial ISA or Lifetime ISA transfer out, however there are a few restrictions. 

Here’s what you can transfer out from Moneybox:

  • Partial ISA transfers of previous tax years contributions, current tax year contributions or both.

  • Full ISA transfers, including current tax year contributions, previous tax years contributions or both. 

  • Partial Lifetime ISA transfers of previous tax year contributions. 

    • If you have a Stocks and Shares Lifetime ISA you can transfer investments or cash only depending on what your new provider will accept. 

We’re unable to do: 

  • Partial Lifetime ISA transfers of current tax year contributions. 

If you’d like to transfer your Moneybox ISA or LISA out to another provider, you’ll need to contact your new provider to get the transfer process started. For more information on how to transfer out from Moneybox please see here. 

Please note, we do not currently offer the ability to reopen or open another ISA of the same kind when an ISA has been transferred out in full.