ISA transfers
Thinking of moving your previous tax year's ISA?
Have a look at our range
If you're looking to transfer your ISA, Legal & General offers a wide range of actively managed, ethical, income and low charge index-tracking trusts.
We're the largest managers of unit trust ISAs in the UK*, with over £5 billion ISA funds under management. This is more than any other unit trust or open ended investment company provider, so why not take advantage of our expertise.
*Source: Investment Management Association as at February 2008.
Find out about our range of trusts.
You can transfer either a cash ISA from previous tax years, or a stocks and shares ISA into a
Legal & General ISA.
Read all about it
If you want to transfer your existing ISA to Legal & General you must read the relevant Key Information and Terms and Conditions documents listed under key documents on the right-hand side menu before completing the transfer form.
Two ways to transfer your stocks & shares ISA or Cash ISA
We cannot process ISA transfers online because we need your signature in order to move your ISA from your existing provider.
- Download the ISA transfer form listed under key documents on the right-hand side menu.
- Contact us to request further information and a pack.
Please be aware that you may be charged an exit fee from your existing ISA provider. If there is a rise in the markets whilst the ISA transfer remains pending, there is a potential for a loss of income or growth.
How to complete your transfer
You'll need to complete the transfer form, sign it and post it to us at:
Legal & General Retail Investments
Customer Services Centre
PO BOX 1004
Cardiff
CF24 OYS
This website doesn't provide advice or recommendations. It's up to you to decide if a
Legal & General investment is suitable for you. If you’re unsure, you can contact our Sales Advisers and we can provide advice on whether this investment is suitable for your needs. We can only advise on Legal & General’s life assurance and investment products.
