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 email@example.com 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
Open an account and claim up to £500 today
Open an account