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Transfer to us

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Why transfer to Lloyds Bank?

  • We can offer you low cost fund trading, frequent trader discounts and easy to understand admin charges.
  • Make life simple, see and manage all of your investments in one place.
  • It’s easy to do, simply log on and complete our online transfer form. We will text you with any updates until your transfer is completed.

Lloyds Bank vs. our competitors

See how we compare on trading funds in a Share Dealing ISA

Our comparison is based on:

  • Making the most of your full ISA allowance by investing £20,000
  • Trading 6 times a year in funds
  • Our charges and competitors charges, excluding any fund manager charges or government taxes or levies
Lloyds Bank logo Hargreaves Lansdown logo interactive investor logo Fidelity logo
Standard online commission (per trade) £1.50 Free £7.99 Free

Annual platform/admin charge

£40 £90 £119.88 £70

Calculation

6 trades = (6 x £1.50) +

Annual admin charge (£40)

6 trades = (free) +

Annual platform charge of 0.45% (£90)

Monthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month.

6 trades = (free) +

0.35% annual service fee (£70)

Total cost

£49

£90

£119.88

£70

Want to transfer? Funds usually take 6-8 weeks to transfer.


See how we compare on trading Stocks and Shares in a Share Dealing ISA

Our comparison is based on:

  • Making the most of your full ISA allowance by investing £20,000
  • Trading 4 times a year in UK shares
  • Our charges and competitors charges, exclude any fund manager charges or government taxes or levies
Lloyds Bank logo Hargreaves Lansdown logo interactive investor logo Fidelity logo
Standard online commission (per trade) £11 £11.95 £7.99 £10

Annual platform/admin charge

£40 £45 £119.88 £45

Calculation

4 trades = (4 x £11) +

Annual admin charge (£40)

4 trades = (4 x £11.95) +

Annual platform charge of 0.45% (a shares only portfolio is capped at £45)

Monthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month.

4 trades = (4 x £10) +

0.35% annual service fee (a shares only portfolio is capped at £45)

Total cost

£84

£92.80

£119.88

£85

Want to transfer? UK stocks usually take 2 – 3 weeks to transfer to us and 6-8 weeks for international stocks.

Data for both tables has been taken from competitor websites, correct at 01/12/2019. Please note, in addition to our charges you may have to pay government taxes or levies.  Fund managers will also apply their own charges for funds and you can find these in the fund’s Key Investor Information Document.

The value of an investment can fall as well as rise, and you may get back less than you invest. If you are not sure about investing, seek independent advice. Tax treatment depends on personal circumstances and may be subject to change.

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Transfer to Lloyds Bank in 3 easy steps

  • Step 1 - Open one of our accounts
  • Step 2 - Log on and complete an online transfer form
  • Step 3 - Print and sign your completed form (or ask for us to post a copy to you) and then return it to the address provided.

Already investing with Lloyds Bank?

Log on to switch your investments to us