Transfer an ISA into Coventry Building Society

You might have an old ISA with us or with another provider that isn't working hard enough for you. To get the best out of your money, find a new ISA that suits your financial goals and transfer your old ISA over.

 

Bear in mind, you'll need to make sure the ISA you're transferring to allows transfers.

What do you want to know?

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The 3 steps to transfer an ISA in

Find out how to easily transfer your ISA to us.
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How long do ISA transfers take?

Electronic transfers take up to 7 days. Manual transfers and stocks and shares transfers take longer.
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Full and partial ISA transfers explained

You can transfer your ISA savings fully or partially, depending on when you paid into your old ISA. As you may already know, the tax year runs from April 6 to April 5.
A previous year's ISA is money you've paid into an ISA account before this tax year.
A current year's ISA is money you've paid into an ISA account during this tax year.
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A previous year's ISA is money you've paid into an ISA account before this tax year.
Previous years ISA transfer graphic
A current year's ISA is money you've paid into an ISA account during this tax year.
Current years ISA transfer

How do full and partial ISA transfers work?

If you have an ISA with us or another user provider, you can transfer savings from it into another ISA with Coventry Building Society. You can transfer your savings in full (the full amount is transferred into your new ISA) or partially (only a part of the amount is transferred into your new ISA). 

Here are some things you need to know:

  • If you're transferring money from your current Cash ISA for the current tax year, you need to transfer the full amount. This is because you can only have one active Cash ISA at a time.
  • If you're transferring money from a previous tax year, you can transfer the full amount or part of it. You can also transfer savings from more than one previous ISA.
  • If you've created a flexible ISA allowance, you can't transfer the allowance to another ISA.

The easiest way do a full ISA transfer within Coventry Building Society or from another provider is by using our Online Services. You can also call us or pop into a branch. If you’re looking to do a partial transfer within Coventry Building Society, please call us at 0800 121 8899 or pop into a branch - we’d be happy to help.

Can I transfer my savings from a Stocks and Shares ISA into Coventry Building Society?

If you already have an ISA with another provider (either a cash ISA or a stocks and shares ISA), it's straightforward to transfer some or all of your ISA savings, keeping their tax-free status. As well as transferring into the same type of ISA (e.g. one cash ISA to another), you can also transfer to different types of ISAs, such as cash ISA to a stocks and shares ISA, or vice versa as long as your new ISA allows this type of transfer.

Why has my transfer failed?

We’re sorry your transfer has not gone as smoothly as expected.

Sometimes an ISA transfer fails if the wrong account number has been entered, if there has been a mismatch of customer information, or the incorrect transfer details have been provided. Other potential reasons may be related to your current provider: they may have rejected the transfer due to lack of funds or an error on their side.

If your transfer has failed, please call us or pop into a branch - we’re more than happy to investigate what happened and resolve the issue.

Want help?
Our help section is bursting with useful information. If you'd rather chat, just give us a call.

 

Call us on 0800 121 8899

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  • Mon-Fri 8am-7pm
  • Saturday 9am-2pm
  • Sunday & Bank holidays Closed
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Want help?
Our help section is bursting with useful information. If you'd rather chat, just give us a call.

 

Call us on

0800 121 8899

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