Transfer your ISA or
Junior ISA to M&G

You can transfer an existing ISA or
Junior ISA to M&G from your current
provider whenever you like.

Maybe you feel your money could work harder for you? Perhaps our range of funds suits you better or you prefer to have all your investments in one place so they're easier to manage? If you have an ISA, Junior ISA or Child Trust Fund (CTF) with another provider, it’s easy to transfer your investment to M&G. 

What can I transfer?

You can transfer the following investments to M&G:

  • Stocks and Shares ISAs or Junior ISAs
  • Cash ISAs or Junior ISAs into a Stocks and Shares ISA or Junior ISA
  • Existing CTFs into a Stocks and Shares Junior ISA
  • Matured CTFs into a Stocks and Shares ISA

Transferring your investment

Before you invest, you should read the most up-to-date Prospectus, Key Investor Information Document (KIID) and Costs and charges illustration for your chosen share class in each fund in which you wish to invest. You should also read the Important Information for Investors document. We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.

The views expressed on this page should not be taken as a recommendation, advice or forecast. The tax rules for ISAs and Junior ISAs may change in the future, and their tax advantages depend on your individual circumstances. The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

Transferring your ISA to M&G won’t affect its tax status or impact your ISA allowance for that tax year. However, you should speak to a financial adviser if you are unsure whether an investment is right for your individual needs.

Please note, there may be a charge made by your existing investment manager to transfer your ISA, Junior ISA or CTF to us, however M&G will not charge you to process your transfer when we receive an instruction. Whilst your investment is being transferred it will be out of the market for a short period of time and will not lose or gain in value.

Steps to transfer to M&G

M&G Customer Relations
PO Box 9039
CM99 2XG

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