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Transferring your ISA to The Cambridge

If you would like to transfer an existing ISA, held with another provider, to The Cambridge please follow the simple steps below.

Important information
If you want 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 this process 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 your special or product specific terms and conditions to check that transfers in from another ISA provider are permitted on your account. 

How to transfer to an existing ISA

Step 1

Complete the relevant ISA Transfer Request Form.

Cash ISA Transfer Request Form

Stocks and Shares ISA Transfer Request Form

Step 2

Send your completed ISA Transfer Request Form to:


Step 3

We'll notify your existing provider and manage the whole transfer process on your behalf.

Step 4

We'll write to you to confirm when the transfer is complete. ISA transfers should take no longer than 15 working days for a cash ISA and 30 working days for a stocks and shares ISA.

Additional information
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.