Transfer your existing investments to IWeb

Looking to transfer your share dealing account to a low-cost trading service? You're in the right place.

Transferring to a Share Dealing Account or ISA

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

 Transferring is quick and easy - it usually takes about 2 to 3 weeks to transfer UK shares and 6 to 8 weeks for international shares or funds.

 We don't charge you to transfer to IWeb (although your existing provider may charge).

 We'll keep you updated with the progress of your transfer throughout the process.

If you're new to IWeb then you'll need to open an IWeb account before you can transfer. Once your account is open, simply sign in and follow the instructions on our online transfer form.

Sign in

Transferring to an IWeb 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.

 Not all pensions are transferable - please contact your current provider first to find out if you’re able to transfer.

 Exit and transfer fees may apply with your existing pension provider.

 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.

Transfer charges

Transfers cost £60 per pension up to a maximum of £300. Please bear in mind that your existing provider may charge you a fee to transfer and/or close your existing pension. Please familiarise yourself with our charges before you transfer.

Transferring your pension

If you’re an existing IWeb SIPP customer then all you need to do is complete a transfer form and post it to us at the address below:

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

If you're new to IWeb then you will need to send in a SIPP application alongside a transfer form.

If you have already started taking benefits from your SIPP, you’ll need to complete our Transfer In Drawdown Benefit Form as well.

Once we’ve received your request we’ll start processing the transfer with your current pension provider. Timescales vary but it usually takes around 6 – 12 weeks to transfer your pension to IWeb. If we have any questions in the mean time, we’ll be in touch so please make sure we’ve got up-to-date contact details.

View our SIPP
Risk warning

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.

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The IWeb Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.