Managing your money

Adding cash

To add money to your account, log in online and select ‘Manage Investments,’ then ‘Add cash.’

Once you’ve selected which account you’d like to add cash to, complete the relevant details, confirm you’ve read the appropriate documents and select ‘Next.’

To pay into a Junior SIPP, please call us on 0800 358 7480.

 

From investment account to an ISA

Moving money from your investment account to your ISA means selling funds and then investing inside an ISA—you just need to complete a Bed and ISA application.

Please note you’ll be out of the market for up to three business days, but there are no capital gains tax (CGT) implications when transferring your ISA.

From investments accounts to pension

You can also move money from your investment accounts to your pension by selling from your investment account and investing separately into your SIPP.

Withdrawing cash

To withdraw money from your account, log in online and select ‘Manage Investments’, then ‘Withdraw cash.’

Once you’ve selected which account you’d like to withdraw cash from, simply enter the amount and your bank account, then select ‘Next.’

Please remember, however, if you hold a SIPP, you won’t be able to make any withdrawals until you’re 55 years old.

For Junior SIPPs, please call us on 0800 358 7480.

 

Thinking about closing your account?

Before you close your account, make sure that it’s the right move for you.

Did you know we offer a number of options, such as moving your money into cash if you’re worried about market volatility, or switching to a different fund?

 

Still need help? Our How-to guides can help take you through the task you're trying to complete.

Still need help?

Talk to our team

Give one of our UK-based associates a call on

0333 300 3351

Contact us

Send us your question online or visit us at our Investor Centre in London.