ISA Transfer
At Scottish Friendly we've made our transfer process as easy and straightforward as possible. Simply fill out a 10 minute form and we'll take care of the rest.
You can choose to invest across a range of funds and with our friendly pricing the more you invest the lower your overall charge could be.
Capital at risk.
Straightforward & no charge to transfer
Combine your ISAs to manage in one place
Our easy application takes just 10 mins
How to get started
If you are an existing Scottish Friendly customer, log into your My Plans account to get started. Just look for the transfer option under your existing policy.
Otherwise select from our two options below.
Keep in mind that stock market investments can go down as well as up, so you could get back less than you've paid in. Tax-free means the investment grows free from tax, with the exception of any tax we’ve already paid on your behalf (for example on dividends from UK shares). Tax treatment depends on individual circumstances and tax rules could change in the future.
Why invest with Scottish Friendly?
We've been helping families for over 160 years
Our contact centre is based in the UK
With no shareholders we work hard for you
Trusted by 853,000 investors and looking after assets worth £4.2 billion, as of 1st May 2025.
Transfer a Junior ISA
If you are looking to transfer a Junior ISA and your child is an existing Scottish Friendly customer, log into your My Plans account account to get started. Just look for the transfer option under their existing policy.
If you are looking to transfer their Junior ISA as a new customer please click here.