Be a smart switcher. Transfer your ISA to us.
If you've got an ISA with a different provider, transferring it to Scottish Friendly is straightforward and gives you access to our wide range of funds, giving you more ways to reach your investment goals.
Capital at risk. Gift terms and qualifying criteria apply.
Straightforward & no charge to transfer
Combine your ISAs to manage in one place
Our easy application takes just 10 minutes
Our ISA transfer process
We've made our transfer process as easy and straightforward as possible. Just pick one of our ISA products, and on the application form select the transfer option.
Or if you are an existing Scottish Friendly customer, log into your My Plans account. Just look for the transfer option under your existing policy,
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.
Plus, when you transfer an existing ISA to Scottish Friendly you could receive a My Rewards gift voucher worth up to £500.
Transfer to a ready-made ISA
Our carefully selected single fund option ISAs could help get you started. These ready-made options could be an ideal choice for you.
My Easy Choice (ISA)
An ISA with an investment guarantee
Carefully managed single fund
Share of company profits
An easy option to get started with an investment in our Unitised With-Profits fund. Get some peace of mind with a guarantee to get back at least as much as you’ve invested on your 10-year investment anniversary, provided no switches or withdrawals are made.
My Climate Leader Choice (ISA)
A climate focused single fund choice
An investment option that may be mutually inclusive of your values
Give your money access to the long-term potential of sustainable global growth
A single fund option to get started with an investment in our Climate Leaders fund. This has been designed to invest in equities of companies worldwide which the investment manager believes can benefit from the efforts to limit global climate change.
Transfer to a do-it-yourself ISA
Choose from a selection of funds to best suit your investment needs. Opt for just one fund, a mix of all or somewhere in between.
My Choice (ISA)
A choice of funds with varying risk levels
Full control to suit your investment style
Growth potential of stock market
Choose from funds with different levels of risk and reward to create your very own investment strategy. Risk levels include balanced, cautious, aspiring, moderate and adventurous.
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. Guarantee applies on your 10-year investment anniversary, provided no switches or withdrawals are made.
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 854,000 members and looking after assets worth £4.4 billion, as of 31st December 2025.
Transfer a Junior ISA
Looking to transfer a Junior ISA? Find out more about our range of options here.
Or if your child is an existing Scottish Friendly customer, log into your My Plans account to get started. Just look for the transfer option under their existing policy.