How to transfer investments to ii

• ISA transfers typically take up to 4 weeks for cash transfers, and up to 6 weeks where investments are transferred across.
• Transferring your pension as a cash payment to the ii SIPP usually takes 2 to 6 weeks to complete. Transferring in existing investments can take longer – typically 8 to 12 weeks.

Please note the timescales are a guide. Your transfer time can depend on your portfolio and how quickly your current provider works with us. During busier periods, your transfer may take longer than our published timeframes.

If you are transferring a defined benefit pension, a Small Self-Administered Scheme (SSAS) pension or an overseas pension scheme, the timeframes shown are not representative. For these schemes, transfers may take considerably longer.

If you want to trade while your transfer is in progress, most providers will be able to facilitate this as long as your investments aren’t in the process of being re-registered. 

You should contact your current provider to place your trade(s). Don’t forget to keep both them and us updated on the changes to the investments in your account. We can’t be held liable for any missed opportunity if you choose not to trade while your transfer is in progress.

You may not be able to take an income from your pension during your transfer. For more information on this, you should speak to your current provider. If you think you will need to take benefits within a specific timescale, you are transferring at your own risk and we can’t be liable for any loss.

• Broker Name: Interactive Investor
• CREST/Participant ID: 277
• Designation: SMKTNOMS
• SWIFT: INSECHZZXXX
• BIC: TBC (your existing provider should contact us for this)
• Contact Name: Transfers Dept
• Address: 2nd floor, One Embankment, Neville Street, Leeds, LS1 4DW
• Email: transfersin@ii.co.uk (broker-to-broker communication only)
• Telephone: 0345 607 6001