Most transfers can be done easily online through our Internet Banking.
To transfer an ISA to us, you will need:
Most transfers can easily be done online through our Internet Banking, except:
Not registered? Register now for Internet Banking.
Once we receive your completed form, we’ll ask your current provider to transfer the money to us. You could be asked to print, sign and post your request to us.
Alternatively, visit your local branch or call us on 0345 300 0000. Lines are open Monday – Friday: 7am – 10pm, Saturday – Sunday: 8am – 6pm.
You’ll need your national insurance number and the account details of your existing ISA, and of your new Lloyds Bank cash ISA if it is already open.
Your existing cash ISA provider will be able to tell you if your ISA is flexible. Flexible ISAs allow you to take money out and put it back in the same tax year without affecting your ISA allowance.
If you're going to transfer from a flexible ISA that you've taken money out of, please note:
If your ISA isn't flexible, or you're unsure if it is, please speak to your current ISA provider to understand your options.
You can no longer apply for a Help to Buy: ISA. However if you already have one you can transfer it to a Help to Buy: ISA with another provider.
If you have a Help to Buy: ISA you could transfer it to us over the phone. All of the money in your Help to Buy: ISA will need to be moved over.
Simply call us with the details of your Help to Buy: ISA to request a transfer. The transfer should be completed within 15 days.
Call us on 0345 300 0000
If you need to call us from abroad, you can call us on +44 0173 334 7007.
Lines are open Monday – Friday: 7am – 10pm, Saturday – Sunday: 8am – 6pm.
|Transferring from||Transferring to||Transfer time|
|Lloyds Bank cash ISA||Lloyds Bank cash ISA||4 working days|
|Non-Lloyds Bank cash ISA||Lloyds Bank cash ISA||15 working days|
|Stocks & shares ISA||Lloyds Bank cash ISA||30 calendar days|
|Innovative finance ISA||Lloyds Bank cash ISA||30 calendar days|
|Lifetime ISA||Lloyds Bank cash ISA||30 calendar days|
|Cash ISA||Lloyds Bank Investment ISA||2-3 weeks|
|Stocks & shares ISA||Lloyds Bank Investment ISA||2-3 weeks|
|Innovative finance ISA||Lloyds Bank Investment ISA||30 calendar days|
|Lifetime ISA||Lloyds Bank Investment ISA||30 calendar days|