Stocks and Shares ISA Transfer

Compare ISA Transfers

If your Stocks and Shares ISAs are not bringing you the returns you would like, you might want to consider a Stocks & Shares ISA transfer.

There is a wide range of Stocks & Shares ISAs that are available for transfers - use the table below to compare some of the latest deals, including structured investment plans (fixed term investments with some level of capital protection), and other options like investment funds, offering the potential for higher returns but with more risk to your capital:

ISA Transfer Options - Growth Structured Investment Plans
ProviderPlan NameCounterpartyISA OptionTermMaximum Potential ReturnMore Info
FTSE 100 Enhanced Kick Out Plan Investec VersionInvestec Bank plcyesUp to
5 years
13.50%
per annum
More Info >
  • 5 year structured investment plan
  • Potential for early maturity after years 1,2,3 and 4
  • ISA transfers allowed
  • Also available to businesses, charities & trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
FTSE Bonus Growth PlanMorgan StanleyyesUp to 6 years12.50%
per annum
More Info >
  • 6 year structured investment plan
  • Potential early maturity return of 12.5% x the number of years the plan has been active 
  • ISA transfers allowed
  • Also available to businesses, charities and trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
Investors Defined Growth Fund6 institutionsyesUp to 6 years11.00%
per annum
More Info >
  • 6 year structured investment plan
  • Potential for early maturity after years 1, 2, 3, 4, and 5
  • 11% x the number of years the plan is in place
  • Additional protection feature diversifies counterparty risk across 6 institutions
  • Available as a stocks and shares ISA and for ISA transfers
  • Also available to businesses, charities and trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
Early Bonus PlanAbbey National Treasury Services plcyesUp to 6 years11.00%
per annum
More Info >
  • 6 year structured investment plan
  • Potential for early maturity after years 1,2,3,4 and 5
  • ISA transfers allowed
  • Also available to businesses, charities & trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
FTSE 5 Quarterly Defensive PlanRoyal Bank of Scotlandyes5 Years4.25%
per quarter
More Info >
  • 5 year structured investment plan
  • Available as a stocks and shares ISA
  • ISA transfers allowed
  • Also available to businesses, charities and trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
FTSE Booster PlanMorgan Stanleyyes6 years60%More Info >
  • 6 year structured investment plan
  • Potential defined return of 60% - even if the FTSE 100 falls by up to 20%
  • ISA transfers allowed
  • Also available to businesses, charities and trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
FTSE 100 Geared Returns PlanInvestec Bank plcyes5 years80%More Info >
  • 5 year structured investment plan
  • Potential defined return of 80%
  • ISA transfers allowed
  • Also available to businesses, charities and trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
Growth PlanAbbey National Treasury Services plcyes5 years60%More Info >
  • 5 year structured investment plan
  • Potential defined return of 60%
  • Available for ISA transfers
  • Also available to businesses, charities and trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
FTSE 100 Accelerated Growth PlanInvestec Bank plcyes5 yearsNo limitMore Info >
  • 5 year structured investment plan
  • Returns 2.2 x any potential FTSE 100 growth
  • ISA transfers allowed
  • Also available to businesses, charities and trusts
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income and growth returns are not guaranteed. There is a risk of losing some or all of your initial investment due to the performance of the underlying Index or commodity. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

ISA Transfer Options - Income Structured Investment Plans
ProviderPlan NameCounterpartyISA OptionTermMaximum Potential ReturnMore Info
FTSE 100 Bonus Income PlanInvestec Bank plcyes5 years7.50%
per annum
More Info >
  • 5 year structured investment plan
  • Fixed income of 7.50% pa includes a 0.50% potential annual bonus
  • Monthly income option
  • ISA transfers allowed
  • Capital at risk
  • Plan designed to be held for full term
  • May close early if oversubscribed
Income Builder Morgan Stanleyyes5 years7.50%
per annum
More Info >
  • 5 year structured investment plan
  • Potential maximum quarterly income of 1.875% (7.50% per year)
  • ISA transfers allowed
  • Capital at risk
  • Income is not guaranteed
  • Plan designed to be held for full term
FTSE Income PlanMorgan Stanleyno3 years5.80%
per annum
More Info >
  • 3 year structured investment plan
  • Fixed annual income of 5.80%
  • Income paid quarterly
  • Capital at risk
  • Not available for ISA investment
  • May close early if oversubscribed
Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income and growth returns are not guaranteed. There is a risk of losing some or all of your initial investment due to the performance of the underlying Index or commodity. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

If you have a low performing Cash ISA you can:

  • Transfer to another Cash ISA with a better rate
  • Transfer to a Stocks and Shares ISA

If you are not happy with your Stocks and Shares ISA, you can:

  • Make a Stocks and Shares ISA transfer (you may not transfer an investment ISA into Cash)

With Cash ISA rates so low, many investors are looking at transferring into Stocks and Shares ISAs, while those who already have Investment ISA sare starting to realise the potential of making a Stocks and Shares ISA transfer and putting their investment into a higher yielding fund.

Although Stocks and Shares ISAs do carry more risk than Cash ISAs, the potential returns – either income, growth or both – are significantly higher, and there are a range of levels of risk, so you can choose an account that you're happy with.

And remember, you can have both a stocks and shares ISA and a cash ISA - up to half of your total allowance can be invested in a cash ISA, and the remainder into a stocks and shares ISA, or the entire amount can be invested in stocks and shares. 

If you decide to move your cash investment and make a stocks and shares ISA transfer, i.e. transfer your cash ISA into an investment ISA, as far as tax laws are concerned, you are free to open another, providing you do not exceed the ISA limit.

It is important to read the small print to check terms and conditions before making any decision on ISA transfers, as accounts can vary significantly from provider to provider. If there is any uncertainty about ISA transfer terms with your current product, contact the bank, building society or company that holds the ISA.

ISA Transfer Options - Income Investment Funds
*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. 

ISA Transfer Options - Growth Investment Funds
Fund ManagerFundSectorFactsheetMore info
Emerging Markets FundGlobal Emerging MarketsFactsheetMore Info >
Aims to provide long-term capital growth through investing in global emerging stock markets. Save 100% on Initial Charges.
Gold & General FundSpecialistFactsheetMore Info >
Specialist growth fund that invests in gold, mining and precious metal related shares. Save 100% on Initial Charges.
Ecology FundGlobal GrowthFactsheetMore Info >
A socially responsible fund that primarily acts as a growth fund, but also aims to provide a growing income return. Save 100% on Initial Charges.

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.

Investments in Stocks & Shares ISAs do not contain the same degree of capital security as investments in deposits. Stocks and shares ISAs are designed as medium to long term investments of, for example, five years or more. 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.