Cut off dates & times
With the end of the tax year approaching, below are the various different cut off times for using our different services and ways to get money or investments into your ISA before the deadline on 5 April.
Debit card payments
You have until 6:00pm on 5 April to pay into your account by debit card using the pay in function on our website or over the telephone.
Faster payment & CHAPS
You need to have provided the instruction to your bank by close of business on 4 April. Please ensure you make the payment to our bank account details here and include your customer reference number in the reference.
You need to have provided the instruction to your bank by close of business on 2 April. Please ensure you make the payment to our bank account details here and include your customer reference number in the reference.
We need to have received your cheque by 5 April; as such we recommend using a recorded method of postage.
ISA switch shares (existing shares you hold)
There are a few ways to move shares you already hold outside of an ISA, into an ISA. If you hold the shares in a share account with us, you have until 4:00pm on 5 April to instruct us. Please call our Dealing Team (01296 41 42 43) to arrange this. If you hold the shares with another company, you will need to follow the normal transfer process before the switch into the ISA can be instructed and processed. If you have shares in a sharesave scheme, please contact us to discuss the process.
If you have share certificates, you will need to complete a form and send this into us with the certificates and the other requirements detailed on the form. We need to receive these documents by 4:00pm on 4 April. Due to the cost of replacing share certificates we recommend you send these documents to us by recorded/insured delivery.
ISA switch funds (existing funds you hold)
If you hold fund investments in a share account with us, you have until 10:00am on 28 March to instruct us.