Why transfer to Royal London?
Our Stocks and Shares ISA helps you deliver value to your clients. They’ll benefit from one clear, competitive charge when they choose to invest in Royal London funds, including our flagship Governed Range, and a share of our profits when we do well. And our streamlined transfer process keeps things simple from start to finish.
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Flexible transfer options that fit your clients' needs
Make full or partial ISA transfers - cash or stocks and shares - whenever it suits your clients, allowing for greater planning flexibility. You'll also get real-time updates on the transfer with our new business tracker.
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Save time with a seamless transfer process
We’ve integrated the transfer step into the online application. Once you’ve submitted the transfer online, we’ll handle the rest - ensuring an easy, efficient process that saves you time.
Key documents and resources
Frequently asked questions
Do you charge transfer fees?
There's no charge from Royal London when you choose to transfer all or part of an existing ISA to us.
Do I need to complete a form to transfer an ISA?
For most transfers, there's no need for you to complete a form. Once you've initiated the transfer request in our online service, the transfer is handled securely through Origo.
In some instances, we may require a transfer authority form to be completed, which will be sent by email for your client to sign.
You can also find copies of our Transfer Authority Form in our literature library.