Transfer to a My Choice (ISA)
When you transfer to a My Choice (ISA), you'll have access to a range of funds with varying risk levels, giving you the flexibility and control to invest in a way that suits you.
And with over 160 years of experience helping customers invest for their future, you can feel confident you're in experienced hands.
Capital at risk. Gift terms apply.
Find out more...
Gift vouchers
Get My Rewards gift vouchers worth up to £500 after you make a qualifying transfer into an ISA policy. Gift terms and qualifying criteria apply.
Straightforward & no charge to transfer.
With no shareholders we work hard for you.
Trusted by over 854,000 members to look after assets worth £4.4 billion, as of 31st December 2025.
Keep in mind that the value of stock market investments can go down as well as up, so you could get back less than you’ve invested.
How our My Choice (ISA) works
Transfer to a My Choice (ISA) and invest in a way that suits you.
Build your own investment strategy based on your goals
Choose from a range of funds with different levels of risk and reward
Transfer as much as you want without impacting the current year's ISA allowance
Continue investing after you transfer with monthly contributions or a lump sum payment – or a combination of both
Stay in control - increase, decrease, stop and restart your monthly payments anytime
Your money is invested through a My Choice investment policy within a Scottish Friendly ISA. Once you’ve selected your fund(s), your investments are managed in line with your choices.
You can find more information about each fund, including any charges, in the Key Information Documents (KIDs) and should be read alongside the Product Guide.
My Rewards gift vouchers
Transfer an existing ISA to Scottish Friendly and you could receive a My Rewards gift voucher worth up to £500 to spend at a wide range of your favourite places.
Remain invested for 6 months. Then we'll send your voucher within 28 days. Please note the gift code will expire after 12 months from date of issue.
My Benefits
As a customer of Scottish Friendly, you can register for the My Plans online platform or mobile app to access and manage your Scottish Friendly ISA investments. When you choose to go paperless, we’ll reward you with the My Benefits card which gives you access to fantastic savings and offers from thousands of leading retailers.
Start your transfer
Our application form takes around ten minutes to complete. You’ll need your bank details, National Insurance number and existing ISA policy details to hand. Select the transfer option on the form.
Please make sure you’ve read the Product Guide and Key Information Documents for the fund(s) you wish to select.
Once we receive your transfer request, you can sit back and relax. We'll take care of the process for you and contact your existing ISA provider to get the ball rolling. Please note it can take up to 30 days to complete your transfer.
If you are an existing Scottish Friendly customer, login into your My Plans account to get started. Just look for the transfer option under your existing policy.
Scottish Friendly doesn’t provide advice. The information provided should help you decide if the plan is suitable for you. If you’re not sure whether this plan is suitable, you should contact a financial adviser. Advisers may charge for providing such advice and should confirm any cost beforehand.
To transfer to this ISA you need to be 18 or over and a UK resident. Please remember that this is a medium to long term investment (of at least 5 years, preferably 10). Your investment will grow free from tax, except for any tax we pay on your behalf (such as on dividends from UK shares). Tax treatment will depend on your own circumstances and may be subject to change in the future. Investments can go down as well as up and you may get back less than you’ve paid in.
FAQs
Below you’ll find answers to some questions about transferring your ISA.