Man looking down on phone

If you have investments or ISAs elsewhere, now could be a good time to transfer. At Lloyds Bank, you could get up to £1,000 cashback for each individual transfer of £5,000 or more to our Share Dealing ISA or Share Dealing Account by 31st January 2023.

Offer terms apply

Please remember that the value of all investments can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek financial advice. There will normally be a charge for that advice. Tax treatment depends on personal circumstances and may be subject to change.

Get cashback when you switch

You'll get £100 to £1,000 cashback on your first five transfers, depending on how much you transfer, when you switch. You can benefit from seeing everything under one roof and take advantage of our flat rate charging, no matter the portfolio size.

Table showing the cashback amounts for the transfer values.

Transfer value

Cashback

Transfer value

£5,000 - £9,999

Cashback

£100

Transfer value

£10,000 - £19,999

Cashback

£150

Transfer value

£20,000 - £49,999

Cashback

£200

Transfer value

£50,000 - £99,999

Cashback

£300

Transfer value

£100,000 - £999,999

Cashback

£500

Transfer value

£1,000,000+

Cashback

£1,000

Transfer your investments in 3 easy steps

  1. Log on to your account or open an account if you haven't already got one

  2. Start an online transfer form

  3. Complete the transfer form and select 'Confirm' to initiate a transfer by midnight on 31st January 2023

Your account options

ISA icon

Share Dealing ISA

Protect any potential profit from Capital Gains Tax or UK Income Tax.

Your X balance transfer

Time to pay

X

Fee + Interest

X

Your X balance transfer

Balance transferred

X

One-off balance transfer fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section

Your X spend

Time to pay

X

Fee + Interest

X

Your X spend

Spent

X

Annual fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section
Trade online

£11 per trade and just £1.50 commission to buy and sell funds

No dealing commission is charged for international online trades. FX rates still apply

Flat-rate account charge

£20 every six months (comes with a Share Dealing Account at no extra cost)

Trading icon

Share Dealing Account

A straightforward account to start trading with or if you have already used your ISA allowance.

Your X balance transfer

Time to pay

X

Fee + Interest

X

Your X balance transfer

Balance transferred

X

One-off balance transfer fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section

Your X spend

Time to pay

X

Fee + Interest

X

Your X spend

Spent

X

Annual fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section
Trade online

£11 per trade and just £1.50 commission to buy and sell funds

No dealing commission is charged for international online trades. FX rates still apply

Flat-rate account charge

£20 every six months (you can add a Share Dealing ISA later at no extra cost)

Lloyds Bank Cashback Offer Terms

  • This offer is available to new and existing customers of Lloyds Bank Share Dealing.
  • You will receive cashback for each completed transfer of £5000 or more into a Lloyds Bank Share Dealing Account or Share Dealing ISA.
  • The cashback amount shall be calculated on the value of each transfer on completion as set out in the table above.
  • If multiple transfers are made we will treat these as separate transfers when calculating the cashback amount.
  • You must (1) open or already have a Lloyds Bank Share Dealing Account or Lloyds Bank Share Dealing ISA; and (2) complete a transfer request form for each transfer. You can find the transfer request form in the online service by selecting the ‘Transfers’ option in the menu. You must complete the transfer request form and click ‘Confirm’ to start a transfer by midnight on 31st January 2023. If paper forms need to be returned, these can reach us promptly after the 31st January but the online form must have been completed to the ‘Confirm’ stage.
  • Cashback is only available on each of the first five transfers made by each customer.
  • Transfers from Cash ISAs can be from any UK provider.
  • Transfers from Share Dealing Accounts and Stocks & Shares ISAs can be from any UK provider apart from those already held within the Lloyds Banking Group (i.e. Lloyds Bank, Halifax, Bank of Scotland and IWeb).
  • Transfers from savings accounts which are not ISAs are not eligible.
  • Although we will make every effort to transfer all your stocks to our service, we regret that there may be some instances where this is not possible. We will let you know if this is the case. The value of cashback you receive for a particular transfer will be based on the stock we receive from your current provider.
  • Cashback payment(s) will be made within 30 days of receipt of the relevant cash or stock from your current provider. Payments shall be made to your Lloyds Bank Share Dealing Account. We shall not be responsible for any delay by your existing provider in processing the transfer.
  • We reserve the right to reclaim any cashback payment if you transfer out of your Lloyds Bank Share Dealing Account or Lloyds Bank Share Dealing ISA within 12 months of us paying any cashback to you under this offer.
  • We may amend or withdraw this offer at any time before 31st January 2023.
  • The promoter of this offer is Lloyds Bank Share Dealing, Lovell Park Road, Leeds, LS1 1NS.
  • Separate terms and conditions apply to our Share Dealing Accounts and Share Dealing ISAs.

Important legal information

The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Important share dealing information