ISA Transfers
It is crucial that you keep a close eye on the performance of the funds that you hold within your ISA (or former PEP*). The best way to do this is to re-register or transfer your existing ISA holdings into the Chelsea FundStore, which will gain you a whole host of benefits including:
- A twice yearly top 350 fund review from Chelsea, giving your fund a Buy/Hold/Switch rating.
- Online access to your account, allowing you to monitor your ISA performance in minutes.
- Switching at 0% charge - you can quickly and easily move your under performing ISA online or via a simple letter of instruction.
If you would like to experience the benefits of moving your ISA to the Chelsea FundStore please complete an ISA re-registration form. These can be found within our literature page.
However, if you do not wish to take this course of action you can still transfer your ISA holdings to a new provider and benefit from our market leading discounts:
To transfer your ISA to a fund within the Chelsea FundStore please download this form.
If you wish to transfer to a fund provider directly then please call us for an application form on 0207 384 7300.
If you are unsure which funds to transfer or switch into, please take a look at our fund research.
If you would like a thorough review of the funds held within your ISA, we are able to offer our Chelsea Checkup, which will generically analyse the performance of your funds and offer Buy/Hold/Switch ratings. Download a Chelsea Checkup form.
Remember! All investments carry some risk. Before going any further, please read the Important Notice below.
*PEPs
You can no longer purchase a Personal Equity Plan (PEP). However, your existing ones will keep their tax-free status and become ISAs.