Our transfer process

Personalised advice on what to do next with your money, from the experts.

How it works


About you

We ask a few questions about your financial details, objectives and what investment you’d like us to review.


Your provider

We contact your current provider to get any additional information about your investment. This can take up to 60 days, as some providers can only be contacted by post.


Your transfer review

We create your recommendation complete with a review of charges, performance and value of your current ISAs and pensions. We compare how they’re doing with your current provider to how they would do with OpenMoney.


Your decision

You’ll receive your recommendation to view and accept, with no commitment to transfer to us. Our advisers are on-hand to answer any questions.

Tax treatment is based on your personal circumstances and may be subject to change.

Your transfer review

Our advisers review your investments and pensions, so you only transfer if it’s right for you

Get started

Capital at risk