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Transfer your existing ISAs to us

Benefit from our interest rates

If you have cash ISAs from previous tax years, it’s easy to transfer them to us. That way, your eligible cash ISA savings could benefit from our rates.

Since April 17 2015, we have not accepted balance transfers in to our Cash ISA - 40 Day Notice account, this applies to new and existing customers. Any applications to transfer previous years’ subscriptions will be returned.

You have the option of choosing which one of our Cash ISAs you want to transfer your existing ISA(s) to by selecting one of the following options:

Flexi Cash ISA - a standard Flexi Cash ISA account where you have immediate access to your money without charge. You can also transfer your stocks & shares ISA to a Cash ISA Instant Access.

Help to Buy: ISA a way to help you save and earn interest towards that nest egg for a new home (you can only transfer from an existing Help to Buy: ISA).

To transfer your ISA to us we’ll need the details of your current provider.

We aim to complete the transfer process for all cash ISAs within 15 working days of receiving your completed transfer application form. For stocks and shares ISA transfers we aim to complete within 30 working days.

View information about the new Cash ISA transfer guidelines

Transfer Today

Transfer your existing ISA from us

If you wish to transfer your existing ISA with ourselves, to another financial institution, you require to open the new account with that organisation and request that they fulfil your transfer request.

If you are looking to transfer a 40 Day Notice Cash ISA from ourselves to another financial institution, we accept the 40 days notice of withdrawal from your new ISA provider. This will be processed by them as part of the transfer request.

Remember - don’t close your existing ISA - if you do so you will lose all the tax benefits you have built up over the years. We will arrange for your account to be transferred.

How to apply

  • At a branch – find your nearest Yorkshire Bank Branch, where our staff will help you complete the transfer form.
  • By post - follow the instructions below.
  1. Download the Key features which gives you details of the terms and conditions:

    You should print a copy of these Key features and retain a copy for your own records before you sign the application form. By signing, you are therefore accepting the terms and conditions.

  2. Download How we use personal information(PDF, opens in new window). You should print a copy of 'How we use Personal Information' and retain a copy for your own records before you sign the application form.

  3. Download the information sheet and exclusions list (PDF, opens in a new window), which gives details of the Financial Services Compensation Scheme (FSCS). You should print a copy of 'information sheet and exclusions list' and retain a copy for your own records before you sign the application form.

  4. Download the transfer application form to transfer your cash ISA:

    Complete the details on-screen and then print 2 copies of the transfer application form.
    Please complete a separate transfer form for each cash ISA you wish to transfer.
  5. Sign and date both copies of the transfer application form. Please keep one of the copies for your own records.
  6. Send the signed transfer application form to:

    Direct Banking
    Cash ISA Team
    Timor House, Mariner Court
    Clydebank Business Park
    Clydebank G81 2NR

What we do

  • If applying in branch our staff will help you complete the transfer form
  • We transfer your ISA.
  • Our ISA transfer team will request the money from your current provider
  • It will take up to 15 working days to complete a cash ISA transfer
  • It will take up to 30 working days to complete a stocks and shares ISA transfer
  • We will write to you once the transfer is complete