Transfers

Why should I consider transferring in an existing ISA or Pension?

  • Consolidate your products into one plan – you can view all your plans in one place via app or desktop, helping you save the hassle and time of monitoring different plans with various providers

  • Cut your costs – we have some of the most competitive fees in the market

  • Exceptional service – we are on hand to answer any queries and concerns with your investment via webchat or email

How do I transfer in an existing plan?

If you are a new customer, simply sign up at evestor.co.uk and follow the steps. You will be asked to enter the amount you wish to transfer from an existing provider. You are then taken to a page where you enter provider details, this triggers a transfer form which is sent to your email via Signable. Once you have signed the form, we then initiate the transfer process.

If you are an existing customer, please get in touch and we will have a transfer form dispatched to you.

Be sure that you are aware of penalties associated with transferring an existing plan, this includes exit penalties and account closure fees.

Can I transfer a partial amount from an existing provider?

We allow partial transfers from previous tax year ISAs. However, if you are transferring any ISA to evestor from a current tax year you will need to transfer all contributions paid in this tax year.

For partial pension transfers, it may be worth calling your pension provider and asking them whether this is possible.

How long does it take to transfer in a product?

The transfer process differs from each provider. We send out transfer requests as soon as possible and aim to chase all transfers on a 10-working day cycle. If you would like an update on your current pending transfer, please get in touch.

Still got questions?

We're always happy to help, if you can't find an answer to your question you can speak to one of our dedicated support specialists via webchat.

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