Transfer your existing investments

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

Why transfer to the Halifax?

  • Low-cost accounts - with simple charges.
  • 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.

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. Tax treatment depends on personal circumstances and may be subject to change.

Transferring an ISA or Share Dealing Account

How it works

  • Simply sign in and complete our online transfer form.
  • 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.
  • You won't be charged to transfer in or out of Halifax.

Don't have an account yet?

If you're new to Halifax you will need an account before you can start your transfer to us.

Our accounts

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Transferring a SIPP pension

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.

  • 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.

How to transfer your SIPP

Existing Halifax SIPP customer

All you need to do is complete a transfer form (PDF, 90.3 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, 315 KB) alongside a transfer form (PDF, 90.3 KB).

Already taking your SIPP benefits?

You’ll need to complete our Transfer In Drawdown Benefit Form (PDF, 115 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.

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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.