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Transfer your ISA to The Cambridge

Individual Savings Accounts (ISAs) have been available since 1999 and if you've been investing your full allowance in one of the many schemes available since the start, your savings pot could be considerable. It's no wonder savers are always on the lookout for the best ISA transfer rates and here at The Cambridge we offer some great savings products to suit your needs.    

If you're searching for the best cash ISA transfer for your circumstances you probably already know that transferring your savings is a relatively simple process. However, the transfer must be carried out correctly or you risk losing the tax-efficient benefits you currently enjoy.

Maintain the tax status of your savings when making an ISA transfer

To transfer money you’ve invested in an ISA this current year, you must transfer all of it. For previous years, you can choose to transfer all or part of your savings.

It is important to use the correct procedure and not withdraw the funds yourself. If you make the withdrawal, the funds will no longer be considered as tax-free savings and can only be reinvested into an ISA as part of your current or future annual ISA allowance.

It is also important to read and understand all the terms and conditions for your chosen ISA product so you can be sure that that transfers in from another ISA provider are permitted on your account. 

Three steps for a successful ISA transfer  

Step 1 – Complete the relevant Transfer Request Form

Different products require different forms. Depending on your choice of ISA you will need either a Cash ISA Transfer Request Form or a Stocks and Shares ISA Transfer Request Form – please download and fill out one of these forms. The instructions are clear and simple to follow, but if you need help filling them in, why not visit one of our branches where a member of our team will be happy to help or call us on 0345 601 4021.

Step 2  – Send your form to The Cambridge

Once your ISA Transfer Request Form is complete, send it to FREEPOST, THE CAMBRIDGE BUILDING SOCIETY (please use capital letters and there's no need to use a stamp).

Step 3  – We notify your existing provider and manage the whole process for you

Our team at The Cambridge will check your completed ISA Transfer Request Form and ensure all the necessary details are included. We will send the form to your current ISA provider and manage the whole transfer process on your behalf, from start to finish.

When the transfer is complete we'll send you formal notification. ISA transfers should take no longer than 15 working days for a cash ISA and 30 working days for a stocks and shares ISA.

More information on the cash ISA transfer process can be found in the Building Societies Association’s guide below.

BSA ISA Transfer Timeline

If you have any queries about the process please contact us on 0345 601 4021.