How to transfer
Step 1
Tell us a few details about your existing provider and investments. Please check your personal details like your name and address are up-to-date with your existing provider as any differences can slow things down.
If we manage your investments for you, you'll need to call us to start a transfer. You can speak to us on 0800 587 0460 from 9am to 5pm, Monday to Friday.
Step 2
If your investments can be transferred online, you won’t normally need to do anything else. We’ll only contact you if we need some extra information.
Step 3
Some providers need to see signed paperwork before transferring. If your provider is one of them we’ll give you a pre-filled form to print off, sign and post to us.
Step 4
We’ll let you know when it’s complete. Most transfers take up to 30 business days, but can sometimes take longer.
To complete your transfer, your existing provider may sell your current investments and send the money to us. We’ll then re-invest your money in the Vanguard funds you’ve chosen. If markets go up while your money isn’t invested, you could potentially miss out on some gains.
