Need help reading this page? Click to activate Recite Me popup.

Transfer to us

If you’ve got investments elsewhere, it’s easy to transfer them to us. This way, you can make the most of our services and have everything in one place.

Why transfer to Halifax?

  • Simple - see and manage all of your investments in one place.
  • Easy - complete our online transfer form and we’ll do the rest.
  • International trading - no dealing commission is charged for international online trades. FX rates still apply.

What would you like to transfer?

ISA or Share Dealing Account

If you're looking to transfer investments or cash to us then you can use our simple and straightforward switching service.

Get started with a transfer

SIPP

If you'd like to switch your pension to the Halifax there are a number of things you'll need to consider before starting the transfer.

Find out more about a pension transfer

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. There will normally be a charge for that advice. Tax treatment depends on personal circumstances and may be subject to change.

Transferring an ISA or Share Dealing Account

Transfer your investments in 3 easy steps

  1. Sign in to your account or open an account if you don’t already have one and complete our online transfer form.
  2. Once your transfer is complete you’ll be able to see your investments online straight away, we'll also send you a letter to let you know it’s done.
  3. You won't be charged to transfer in or out of Halifax.
Father sitting with son

Don’t have an account yet?

Stocks and Shares ISA

Make the most of your tax-free savings allowance. Invest up to £20,000 this tax year and pay no UK tax on profits.

Stocks and Shares ISA

View our charges

Share Dealing Account

If you’ve already used your £20,000 ISA allowance you could choose our flexible trading account.

Share Dealing Account

View our charges

Back to top ^

Transferring a SIPP pension

Why choose Halifax?

  • Flat rate fees - free to open and no percentage based platform fees
  • Wide investment choice and research tools - UK and international shares, funds, exchange traded funds (ETFs), bonds and gilts plus investment ideas, tools and analysis
  • You can now use the mobile banking app to check your investments and everyday banking with one simple sign in.

Aims of a SIPP?

  • Helps you save tax efficiently for your retirement
  • Gives you freedom to choose where you want to invest your money and spreads your risk
  • Provides income in the form of lump sums and/or regular income
  • Reduce inheritance tax and pass on more of your money

Things to consider:

  • Not all pensions are transferable - please contact your current provider first to find out if you’re able to transfer. If you’re transferring a final salary pension worth more than £30,000 then you will need to get independent financial advice. Your advisor will need to sign a Financial Advice Declaration form (PDF, 53 KB) before we can start the transfer.
  • Transfer and exit fees - a transfer will cost £60 per pension (up to a maximum of £300). Your existing pension provider may also charge.
  • You may lose out on potential pension benefits with your current provider if you choose to transfer out.
  • Costs vary between pension providers so it’s important to familiarise yourself with these differences.
  • If you are not sure about transferring your pension, seek independent advice. There will normally be a charge for that advice.

How to transfer your SIPP

Existing Halifax SIPP customer

All you need to do is complete a transfer form (PDF, 191 KB) and post it to us at the address below.

Are you new to Halifax?

You'll need to send in a SIPP application (PDF, 716 KB) alongside a transfer form (PDF, 191 KB).

Already taking your SIPP benefits?

You’ll need to complete our Transfer In Drawdown Benefit Form (PDF, 148 KB) as well.

Send your completed forms to:
 

The Halifax Share Dealing SIPP Administration Team
AJ Bell Management Limited
4 Exchange Quay,
Salford Quays,
M5 3EE

AJ Bell logo

Our SIPP is administered by AJ Bell.
 

Frequently asked questions about transferring

  • Simple transfers usually take 5 weeks to complete but complex transfers may take longer.

  • If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.

  • What you need to do

    1. Complete our certificate transfer form (PDF, 45 KB) and a Crest Transfer Form (PDF, 137 KB).
    2. Sign your completed forms and then post them to us (with your share certificates).

    The Stock Administration Department
    Halifax Share Dealing Limited
    Lovell Park Road
    Leeds
    LS1 1NS

    • We can only transfer stock where the name on the certificate matches the name on the account.
    • We also recommend that you send your certificate by recorded delivery as we accept no responsibility for the loss of any certificates.

    Once your transfer is complete you will be able to see your investments online straight away, we’ll also send you a letter to let you know.
     

    How long does it take?

    Once we’ve received your certificate(s) they will be deposited into your account within 15 working days.
     

    Irish Certificates

    Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.

Back to top ^

Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.