ISA Transfer
At Scottish Friendly we've made our transfer process as easy and straightforward as possible. Simply fill out a 10 minute form and we'll take care of the rest.
You can choose to invest across a range of funds and with our friendly pricing the more you invest the lower your overall charge could be.
Gift terms apply. Capital at risk.
Straightforward & no charge to transfer
Combine your ISAs to manage in one place
Our easy application takes just 10 mins
How to get started
If you are an existing Scottish Friendly customer, log into your My Plans account to get started. Just look for the transfer option under your existing policy.
Otherwise select from our two options below.
Keep in mind that stock market investments can go down as well as up, so you could get back less than you've paid in. Tax-free means the investment grows free from tax, with the exception of any tax we’ve already paid on your behalf (for example on dividends from UK shares). Tax treatment depends on individual circumstances and tax rules could change in the future.
Why invest with Scottish Friendly?
We've been helping families for over 160 years
Our contact centre is based in the UK
With no shareholders we work hard for you
Trusted by over 838,000 investors and looking after assets worth over £4.6 billion, as of 25th April 2024
What gift can I get after I transfer my investment?
| Transfer Payment Value | My Rewards Voucher Value |
| £50,000 + | £500 voucher |
| £20,000 - £49,999 | £400 voucher |
| £15,000 - £19,999 | £300 voucher |
| £10,000 - £14,999 | £200 voucher |
| £6,000 - £9,999 | £150 voucher |
| £4,000 - £5,999 | £100 voucher |
| £2,000 - £3,999 | £50 voucher |
Terms and conditions
You must be a UK resident aged 18 or over.
Only one limited offer will be applied per customer per product type.
Offer applicable to new transfer requests received between 7 April and 31 May 2025.
Offer applies to transfer requests from new customers into a new policy and from existing customers into a new or existing policy.
We reserve the right to refuse the issue of gift vouchers where multiple transfer requests have been made and where we consider that the terms of this offer have been abused.
Offer not applicable to transfer requests from another Scottish Friendly policy.
Your instruction to transfer an ISA or Junior ISA from another provider must be received between 00:00 on 7 April 2025 and 23:59 on 31 May 2025.
Scottish Friendly accepts no liability for technical errors or communication failures in networks and/or internet access.
Gift codes valid for 12 months from date of issue.
Transfers must complete successfully and must remain invested in your account for a minimum of 6 months to qualify for the offer.
Your My Reward vouchers will be sent within 28 days of the 6 month investment anniversary of the completed transfer, assuming the full transfer amount is still invested after that time.
The minimum amount you can transfer to be eligible for the offer is £2,000.
The maximum voucher reward per individual transfer request for an ISA or Junior ISA is £500 with a transfer value above £50,000.
Transfer a Junior ISA
If you are looking to transfer a Junior ISA and your child is an existing Scottish Friendly customer, log into your My Plans account account to get started. Just look for the transfer option under their existing policy.
If you are looking to transfer their Junior ISA as a new customer please click here.