ISA Transfer Rules

Transfer ISAs to get a better rate

ISA rates can change all the time, unless you have a fixed rate, while even fixed rate deals come to an end, so it is useful to know about ISA transfer rules. You can make the most of your ISA allowance by transferring to a new provider or account if you're no happy with the ISA rate you're receiving.

See below to learn more about the various ISA transfer rules, and view the tables below ISA transfer ideas, including some of the leading cash ISA rates currently available:

Cash ISA Selection
ProviderPlan NameDeposit TakerISA OptionTermMaximum Potential ReturnMore Info
FTSE 100 3 Year Deposit Plan Investec Bank plcyes3 years17.25%More Info >
  • 3 year structured deposit plan
  • Capital protected
  • Target return of 17.25%
  • Available as a Cash ISA & for ISA transfers
  • Also available to businesses, charities and trusts
  • Plan designed to be held for full term
  • May close early if oversubscribed
Income Deposit PlanRoyal Bank of Scotland plcyes6 Years7.00%
per annum
More Info >
  • 6 year structured deposit plan
  • Capital protected
  • Available for Cash ISA & Cash ISA transfers
  • Also available to businesses, charities and trusts
  • Income is not guaranteed
  • Plan designed to be held for full term
  • May close early if oversubscribed
FTSE 100 Kick Out Deposit Plan - Option 2Investec Bank plcyesUp to
5 years
6.00%
per annum
More Info >
  • 5 year structured deposit plan
  • Capital protected
  • Potential for early maturity after years 2,3 and 4
  • Available as a Cash ISA & for ISA transfers
  • Also available to businesses, charities and trusts
  • Plan designed to be held for full term
  • May close early if oversubscribed
Important Information: Structured deposits offer you the potential to earn higher returns than you would with a regular savings account. Your returns are based on the performance of an index or commodity. If the investment does not perform well you may receive no income or capital growth, but you can be confident that your capital will be repaid. You have no access to your deposit during the term of the account, typically 3 to 6 years but your original capital will be repaid in full at the end of the term. In the event that the deposit taker is unable to repay your initial investment and any returns stated you may be entitled to compensation from the Financial Services Compensation Scheme (FSCS) depending on your individual circumstances.
If you're not getting a competitive rate on your ISA, or your fixed rate is about to end, then you can transfer your ISA savings and investments into a different ISA. This will not count towards your annual ISA allowance, so won't affect how much you can pay in to an ISA for that tax year.

For cash ISAs, you can transfer the money into another cash ISA, or, if you are looking for potentially higher gains, you can transfer the money into a stocks and shares ISA. The current year's allowance can only be transferred whole, and cannot be split into two.

The ISA transfer rules also state that while you can transfer from cash to shares, you cannot transfer money from a stocks and shares ISA into a cash ISA. It's a one way street. So, if you have already paid in your total ISA allowance for the year, and you do not want all your tax-free savings in stocks and shares, then you might want to consider leaving some savings in a cash ISA.

If you are transferring a current year subscription from a cash ISA to a stocks and shares ISA it is treated as if that amount was always invested as a stocks and shares ISA. This means, as long as you are within the current annual allowance, you can open a new cash ISA during the same tax year.

By keeping some savings in a cash ISA and some in a stocks and shares ISA it can help diversify your investments, with some savings in safer cash deposits and some invested for higher potential returns, but greater risk in stocks and shares.

While most ISA providers allow transfers in, some don't. And, under current ISA transfer rules, you might be charged a penalty by your current provider – this is becoming less common, but check with your provider, as the fee could potentially offset the benefit of transferring to an ISA with a better rate.

See the tables below for more ISA transfer ideas, including a range of stocks and shares ISAs:

Structured Income ISA Transfers
 Product NameISA OptionIncome YieldMore Info
Income Builder Plusyes8.40%
per annum
More Info >
A 5 year structured investment plan paying a potential maximum quarterly income of 2.10% (equivalent to 8.40% per year). Also available for Stocks & Shares ISA and ISA transfer.
FTSE 100 Bonus Income Planyes7.50%
per annum
More Info >
5 year structured investment plan paying an income of 7.50% annually, including a potential annual bonus of 0.5%. Also available as a monthly income option, Stocks & Shares ISA investment and ISA transfer.
Income Deposit Planyes7.00%
per annum
More Info >
A 6 year capital protected structured deposit plan with the potential to pay 7% annual income. Backed by the Royal Bank of Scotland. Also available as a cash ISA and for ISA transfer.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below. 


Structured Growth ISA Transfers
 Product NameISA OptionMaximum Potential ReturnTermMore Info
FTSE 100 Enhanced Kick Out Plan Investec Versionyes13%
per annum
Up to
5 years
More Info >
Structured investment plan with the potential to mature after years 1, 2, 3 and 4. If the plan matures early it will return 13% times the number of years the plan has been in force. Also available for Stocks & Shares ISA and ISA transfer.
FTSE Defensive Bonus Planyes9.50%
per annum
Up to 6 yearsMore Info >
6 year structured investment plan with the potential to mature early, returning the greater of 9.50% for each year the plan is in place, or the highest return from the FTSE, measured daily. Also available for Stocks & Shares ISA and ISA transfer
Early Bonus Planyes9%
per annum
Up to 6 yearsMore Info >
A 6 year structured investment plan with the potential to mature early, paying 9% for every year the plan is active. Also available for Stocks & Shares ISA and ISA transfer.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below. 


Income Fund ISA Transfers
 Product NameISA OptionIncome YieldMore Info
Invesco Perpetual Monthly Income Plusyes7.01%More Info >
Income Paid Monthly. Popular income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. See latest fund factsheet for details.
Newton Higher Incomeyes7.02%More Info >
Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Invesco Perpetual Distributionyes6.70%More Info >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.
*Current Income Yields are Gross, Variable and Not Guaranteed
**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund.
*** This is the target yield the fund aims to achieve per year, it is not guaranteed and could change according to prevailing market conditions. The target yield is net of basic rate tax.
Information correct as at 08/02/2012.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below. 


 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.