If you’ve taken advantage of your ISA and PEP allowances over the years, the chances are that they are now with a range of different providers. This can make managing your investments tricky as you may struggle to get a single view of all of your ISAs.

Take control of your ISAs

Consolidating all of your ISA accounts with Barclays Stockbrokers will give you more control; making it much simpler to monitor your investments. We’ll also pay your transfer fees (up to £500*) and have a team to help you move these accounts to us, who will keep you in touch with how things are progressing. While this will not affect the tax-efficient status of your ISAs, you should first make sure that you would not incur any financial disadvantages from transferring.

It is also important to note that the transfer of a cash ISA into a stocks and shares ISA cannot be reversed at a future date, and you should consider carefully whether you are prepared to accept the higher risks to your capital and returns from investing. Remember the value of investments can fall as well as rise and you may get back less than you invest.

Transferring your ISAs - step by step

If you do not already hold a Barclays Stockbrokers Investment ISA, start by opening an ISA online or by phone on 0800 068 6688†.  Once your ISA is successfully opened take the following steps to transfer your existing ISAs to us:

• Download and complete the ISA transfer form or alternatively call us on 0800 068 6688† and our transfer team will do this for you.


• Sign and return the completed form to:
  
  Barclays Stockbrokers
  ISA New Business Department
  Tay House, FREEPOST (KE2462)
  Glasgow
  G2 4BR.
  


• We will approach your current provider and arrange for the ISA to be transferred at the earliest opportunity, keeping you in touch with the progress.

Cash and share transfers

You can choose to sell existing shares you hold with your previous ISA provider and arrange to have the cash transferred or you can transfer your investments as they are, provided that they are listed on the London Stock Exchange, so that you can stay invested in the market.

• If you are transferring shares, it can take between six to eight weeks for stock to be re-registered.  However, if your previous provider is a member of CREST, then the transfers can be carried out sooner.
• If you are transferring cash, it can take between two to three weeks from the date of acceptance for the cash to be received.

Once your transfer is complete, we will send you a valuation of your account showing all of your holdings. If you have multiple holdings and have online access, you will also be able to view your account and all holdings via our website.

*We will refund you when your ISA account is opened and we have received proof of transfer costs from your previous broker. This process normally takes around four weeks. Payment will be made to your chosen bank account or by cheque if this does not apply. Barclays Stockbrokers reserves the right to terminate or amend this offer at its discretion. We will refund up to £150 per account of transfer out costs charged by the previous ISA provider, up to a maximum of £500 per client.

†Lines are open from 8.30 am to 6.30 pm Monday to Thursday and from 8.30 am to 6 pm Friday, excluding bank holidays. 0800 calls are free from a BT landline. The price on non BT phone lines may be different. Please contact your supplier for further details

Barclays Stockbrokers is the Group name for the businesses of: Barclays Stockbrokers Limited, a member of the London Stock Exchange and PLUS. Registered No. 1986161; Barclays Sharedealing, Registered No. 2092410; Barclays Bank Trust Company, Registered No. 920880. Registered VAT No 243 8522 62. All companies are registered in England and the registered address is: 1 Churchill Place, London E14 5HP. All companies are authorised and regulated by the Financial Services Authority.