Transfer your ISA

You can transfer your ISA from another provider to Lloyds Bank. If you already have a Lloyds Bank ISA, you can also transfer it to another type of ISA.

What you need to transfer an ISA to us

To transfer an ISA to us, you will need:

  • One of our ISAs. If you don't have one, you can compare our ISAs and open one online.
  • The details of the ISA you want to transfer from and the details of your new Lloyds Bank ISA. To transfer from a cash ISA, you'll need the sort code and account number.
  • Your national insurance number.

Note: As part of our ISA promise, we will pay interest on your cash ISA while your ISA funds are being transferred, provided they are free to move.
 

How to transfer your ISA to us

  • Cash ISA
    You can transfer your cash ISA in a few simple steps. Just log on to Internet Banking to start your transfer.
  • Share Dealing ISA
    You can transfer to us in 3 easy steps- find out how here.
  • Investment ISA
    To transfer your ISA into an Investment ISA, log on to your new Lloyds Bank Investment ISA using Internet Banking. You can then complete our transfer form and we’ll take care of the rest.
  • Some Help to Buy: ISA transfers.
    You cannot transfer to a Help to Buy: ISA online. See the Help to Buy: ISA transfer information to see your options.
  • Innovative finance ISA transfers.
    You cannot transfer from an innovative finance ISA online as they don't have a sort code and account number. Please book an appointment at your local branch to transfer from an innovative finance ISA.

Log on to transfer your ISA

Transfer your ISA

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 8am – 8pm, seven days a week.
Not all Telephone Banking services are available 24 hours a day, seven days a week.

Why transfer to a Lloyds Bank ISA?

  • Quick, easy and safe to transfer online
  • We’ll move your savings for you to protect your allowance
  • Our ISA Promise means we’ll pay interest on your cash ISA while your funds are being transferred, as long as they’re free to move.

How to transfer a Help to Buy: ISA

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. You will need to transfer all the money in your Help to Buy: ISA.

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 8am – 8pm, seven days a week.
Not all Telephone Banking services are available 24 hours a day, seven days a week.

Frequently asked questions about ISA transfers

Why save with Lloyds Bank?

Options to suit you

Options to suit you

Whether you need easy access to your money, or you’re willing to fix for a longer term to earn more interest.

Keep track with ease

Keep track with ease

Whatever you’re saving for, it's simple to track your progress using Internet Banking or the Mobile Banking app.

Start saving straight away

Start saving straight away

Open an account online instantly and start saving with as little as £1 on selected accounts.