Transfer an existing ISA or Junior ISA to Scottish Friendly
If you have an ISA or your child has a Junior ISA with a different provider, you can transfer it to Scottish Friendly.
Transferring a cash ISA or a stocks & shares ISA is straightforward. You get access to our wide range of funds to help you reach your investment goals . And with our friendly pricing, the more you invest the lower your overall charge could be.
How to transfer your ISA or Junior ISA
Moving your ISA or Junior ISA to us is straightforward. You'll just need your National Insurance number, your account number with your existing provider and some details about your existing investments.
Just pick one of our ISA or Junior ISA products, and on the application form select the transfer option.
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.
Once we receive your transfer request form, 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.
