Transfer an existing ISA or Junior ISA to Scottish Friendly
If you have an ISA or your child has a Junior ISA with a different provider, you can transfer it to Scottish Friendly free of charge.
Transferring a cash ISA or a stocks & shares ISA is straightforward. You get access to our wide range of funds to help you reach your investment goals . And with our friendly pricing, the more you invest the lower your overall charge could be.
Transfer My Rewards Offer
Transfer an existing ISA or Junior ISA to Scottish Friendly between 7 April and 31 May 2025, and you could receive a My Rewards gift voucher worth up to £500 to spend at a wide range of your favourite places.
The table below shows the gift voucher value you would get back based on the value of your ISA transfer.
We’ll send your My Rewards voucher within 28 days of your 6 month investment anniversary, assuming your transfer payment is still invested after that time. Please note the gift code will expire after 12 months from date of issue.
Click here for full offer details.
| Transfer Payment Value | My Rewards Voucher Value |
| £50,000 + | £500 voucher |
| £20,000 - £50,000 | £400 voucher |
| £15,000 - £19,999 | £300 voucher |
| £10,000 - £14,999 | £200 voucher |
| £6,000 - £9,999 | £150 voucher |
| £4,0000 - £5,999 | £100 voucher |
| £2,000 - £3,999 | £50 voucher |
Terms and conditions
You must be a UK resident aged 18 or over.
Only one limited offer will be applied per customer per product type.
Offer applicable to new transfer requests received between 7 April and 31 May 2025.
Offer applies to transfer requests from new customers into a new policy and from existing customers into a new or existing policy.
We reserve the right to refuse the issue of gift vouchers where multiple transfer requests have been made and where we consider that the terms of this offer have been abused.
Offer not applicable to transfer requests from another Scottish Friendly policy.
Your instruction to transfer an ISA or Junior ISA from another provider must be received between 00:00 on 7 April 2025 and 23:59 on 31 May 2025.
Scottish Friendly accepts no liability for technical errors or communication failures in networks and/or internet access.
Gift codes valid for 12 months from date of issue.
Transfers must complete successfully and must remain invested in your account for a minimum of 6 months to qualify for the offer.
Your My Reward vouchers will be sent within 28 days of the 6 month investment anniversary of your completed transfer, assuming your full transfer amount is still invested after that time.
The minimum amount you can transfer to be eligible for the offer is £2,000.
The maximum voucher reward per individual transfer request for an ISA or Junior ISA is £500 with a transfer value of £50,000 or above.
How to transfer your ISA or Junior ISA
Moving your ISA or Junior ISA to us is straightforward. You'll just need your National Insurance number, your account number with your existing provider and some details about your existing investments.
Just pick one of our ISA or Junior ISA products, and on the application form select the transfer option.
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.
Once we receive your transfer request form, you can sit back and relax. We'll take care of the process for you and contact your existing ISA provider to get the ball rolling. Please note it can take up to 30 days to complete your transfer.
