Transfer your existing investments

What would you like to transfer?

ISA or Share Dealing Account

If you're looking to transfer investments or cash to us then you can use our simple and straightforward switching service.

Get started with a transfer

SIPP

If you'd like to switch your pension to IWeb there are a number of things you'll need to consider before starting the transfer.

Find out more about a pension transfer

Why transfer to IWeb?

  • Low-cost accounts - with simple charges.
  • Simple - see and manage all of your investments in one place.
  • Easy - complete our online transfer form and we’ll do the rest.

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

Transferring an ISA or Share Dealing Account

How it works

  • Simply sign in and complete our online transfer form.
  • Once your transfer is complete you’ll be able to see your investments online straight away, we'll also send you a letter to let you know it’s done.
  • You won't be charged to transfer in or out of IWeb.

Don't have an account yet?

If you're new to IWeb you will need an account before you can start your transfer to us.

Our accounts

Transferring a SIPP pension

If you’d like to switch your pension to IWeb there are a number of things you’ll need to consider before starting the transfer.

  • Not all pensions are transferable - please contact your current provider first to find out if you’re able to transfer.
  • Transfer and exit fees - a transfer will cost £60 per pension (up to a maximum of £300). Your existing pension provider may also charge.
  • You may lose out on potential pension benefits with your current provider if you choose to transfer out.
  • Costs vary between pension providers so it’s important to familiarise yourself with these differences.

How to transfer your SIPP

Existing IWeb SIPP customer

All you need to do is complete a transfer form (PDF, 106 KB) and post it to us at the address below.

Are you new to IWeb?

You'll need to send in a SIPP application (PDF, 380 KB) alongside a transfer form (PDF, 106 KB).

Already taking your SIPP benefits?

You’ll need to complete our Transfer In Drawdown Benefit Form (PDF, 128 KB) as well.

Send your completed forms to:
 

The IWeb Share Dealing SIPP Administration Team
AJ Bell Management Limited
4 Exchange Quay,
Salford Quays,
M5 3EE

AJ Bell logo

Our SIPP is administered by AJ Bell.

Frequently asked questions about transferring

  • Most transfers can be completed electronically. Our usual timescales for electronic transfers of cash and UK shares is around 10 working days. Fund and international shares can take longer.

    If your current broker is unable to transfer electronically it can take around 6 weeks for cash and UK shares. Fund and international shares can take up to 10 weeks.

    Please be aware, we’re currently experiencing transfer delays of up to 3 weeks to log your transfer and up to 12 weeks to complete due to unprecedented demand for our service.

  • If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.

  • What you need to do

    1. Complete our certificate transfer form (PDF, 47 KB) and a Crest Transfer Form (PDF, 39 KB).
    2. Sign your completed forms and then post them to us (with your share certificates).

    The Stock Administration Department
    IWeb  Share Dealing Limited
    Lovell Park Road
    Leeds
    LS1 1NS

    • We can only transfer stock where the name on the certificate matches the name on the account.
    • We also recommend that you send your certificate by recorded delivery as we accept no responsibility for the loss of any certificates.

    Once your transfer is complete you will be able to see your investments online straight away, we’ll also send you a letter to let you know.

    How long does it take?

    Once we’ve received your certificate(s) they will be deposited into your account within 15 working days.
     

    Irish Certificates

    Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.