How is my transfer progressing?

Transfers in

When transferring in, we have to send your authority to your other provider to request details of your account. If you are holding investments, they will send us details of these before we can arrange to transfer them to our management. Whilst we are dependent on how quickly your other provider can operate, we would expect a transfer to take no longer than four weeks, with many completing before this, although we are currently experiencing delays to this time frame. Transfers in the form of cash are generally quicker than transferring the investments.

Transfers out

When transferring out, we have to wait for your new provider to send us your authority before we are able to release any information to them. They will then contact us to arrange the transfer of any investments to their management. We are currently experiencing an increased number of transfers and an increased level of contacts coming into our customer service teams. Whilst we typically hope to complete transfers within four weeks, you may experience a delay as we work through these higher volumes. We are sorry for any inconvenience this causes.

Still need help?Green email envelope

Please get in touch with our Transfers team.

Contact us

01296 41 46 29 (8:00am-4:30pm weekdays)

Write: The Share Centre, PO Box 2000, Aylesbury, Bucks, HP21 8ZB