Piece of cake

If you transfer to us, we'll pay up to £500 and do all the hard work for you

Switch your account and receive up to £500

When you transfer your SIPP, ISA or dealing account to us we will help cover the costs your current provider charges for transferring your account.

We'll pay up to £35 per investment moved and up to £100 for general exit fees, up to an overall maximum of £500 per person.

To be eligible the SIPP, ISA or dealing account being transferred must be valued at £20,000 or more.

Please read the Terms and conditions to find out more.

How to switch your account to us and claim your transfer costs

This offer is open to both existing and new customers.

If you are a new customer then simply open an account with us and complete the transfer in form as part of your application process.

If you are an existing customer and you have already opened the relevant account then please complete the SIPP transfer form, ISA transfer form or Dealing account transfer form and send it to us.

To claim up to £500 you will need to email us at transferoffer@youinvest.co.uk with copies of documentation confirming the transfer costs you've paid to your old provider for moving your account to us. Alternatively you can send us these by post. If your claim is valid and the transfer is complete, then we will pay you within 28 days of receiving your claim.

Please read our Terms and conditions for more details.

More great reasons to switch to us

As well as offering you up to £500 to switch your SIPP, ISA or dealing account, we also offer market leading value and investment choice.

  • Deal online from £1.50 and never pay more than £9.95 per online deal
  • Market leading range of investments
  • No set up or transfer in charges

Don’t take our word for it
See what our customers say...
"A very approachable company that gives you confidence in them. The updated web site works well. Good range of funds to choose from."

Read more of our customer reviews

Our award
winning service
We are proud of our many award wins over the years

AJ Bell Youinvest -
AJ Bell Youinvest -
AJ Bell Youinvest -
Investors Chronicle and FT Investment and Wealth Management Awards
AJ Bell Youinvest - Investors Chronicle and FT Investment and Wealth Management Awards

Open an account and claim up to £500 today

Open an account
risk warning

The value of your investments can go down as well as up and you may get back less than you originally invested. We don't offer advice, so it's important you understand the risks, if you're unsure please consult a suitably qualified financial adviser. Tax treatment depends on your individual circumstances and rules may change. Past performance is not a guide to future performance and some investments need to be held for the long term.