Transferring your ISA to Halifax

Enjoy the benefits of our great range of ISAs by transferring an existing cash ISA you have with another provider to Halifax.

Transferring your ISA is easy - all you need to do is:

  • Open an account
  • Once you have your new account details, complete and return a transfer request form (pdf) to us at the address below or to your local branch:

The Formby Team, PO Box 4329, Westminster House, 11 Portland Street, Manchester, M61 0BN

Please note: If you already hold a variable rate ISA with us and wish to transfer funds held with another ISA provider to this account, you will just need to complete the transfer request form.

Once you've opened your account and we have received your transfer request form, here's what we do:

Step 1 – We transfer your ISA

  • If you have posted the form to us, our transfer team will request the funds once we receive the form. If you visit your local branch then we will request the money from your existing provider on the day you visit us
  • The funds will start to earn interest from the day after they are received from your existing provider

 

Step 2 – We complete the transfer and make sure your new account is up and running
  • If you have requested a fixed rate ISA we will fix the rate from the day the funds are received
  • We will write to you to confirm the transfer is complete

Important point

When you ask us to transfer your existing ISA to a fixed rate ISA Saver, we may open it initially as a variable rate Halifax ISA Saver then.  Once we receive all your ISA funds, we change it to a fixed rate Halifax ISA Saver.

Transferring to a fixed rate ISA

We guarantee that you will receive at least the rate that applies to your chosen term on the day that we receive your request to transfer your cash ISA to a fixed rate Halifax ISA - provided you open an account by phone or in branch, and we receive your ISA funds from your existing provider within 60 days.