Consolidate today!
It couldn’t be easier to transfer your holdings to the Chelsea Platform and receive the many benefits this brings.
First complete a re-registration form. Upon receipt, we will return some forms for you to check, sign and return to us. Then simply sit back and leave the rest to us.
Alternatively, please contact us today to discuss your options.
Benefits of transferring to Chelsea
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Lower charges – many funds attract lower charges on platform than investing directly
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24/7 online access to your account, via our website, allowing you to monitor your portfolio’s performance in minutes
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Over 2,500 different funds to choose from
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Buy the VT Chelsea Managed Funds for a complete investment solution
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Free switching – quickly and easily move your under performing fund
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More dealing options – online, telephone and by post
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Valuation statement four times a year
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Biannual top 200 Fund Review from Chelsea
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ISA cash facility – If you are unsure where to invest or just want to sit outside the market, you can hold cash within your ISA, then switch into funds at a 0% charge
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A more flexible ISA – select your own funds, choose funds from our Selection and Core Selection lists or choose one of our VT Chelsea Managed Funds.
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Invest in a Junior ISA
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Income reinvested for free
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Less paperwork
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0% re-registration charge – best of all, consolidating your investments onto the platform is FREE
Re-register an account to the Chelsea Platform
Re-registration is the transfer, as stock, of any of your existing funds that you hold directly with a fund provider onto the Chelsea platform. Your funds are not sold, but merely registered under the platform umbrella (powered by Platform One), so you are not out of the market for any length of time. You can re-register both Investment ISAs and investment funds (unit trusts or OEICs held outside an ISA), as long as the funds you hold are available on the platform. The process is completely free of charge.
The process can take up to six weeks but you are never out of the market during this time. Income payments from distribution funds may be delayed during the re-registration process but will resume once the transfer is complete.
Please note that if you are paying into your ISA or unit trust/OEIC on a monthly basis you will need to cancel your existing direct debit mandate and set up a new one with us.
Transfer your ISA to the Chelsea Platform
If your Investment ISA is held directly with the fund provider, and not on the platform with Chelsea, and you wish to transfer out of the fund(s) you hold into a new fund, or funds, with a different provider, you will be carrying out a cash transfer. It is important to note that, although your investments are sold in order for the money to be transferred across to the new provider, the ISA wrapper is never lost and the ISA still counts for the tax year in which you took it out.
The new reinvestment of your ISA can either be on the platform or off-platform, directly with a fund provider.
An ISA transfer is different from a switch or re-registration.
Transfer your pension to the Chelsea Platform
In a world where change jobs is more common, we often find that we have pension pots scattered all over the place. Now could be the time to consolidate them in one place.
This may make it easier for you to manage your investments, and make more informed decisions about the next steps in your retirement saving journey.
Please do not hesitate to contact us, to discuss the next steps.
Make your life easier – transfer your family accounts
The school run, looking after family, work, the ‘big shop’ – just a short list of some of the daily ‘to-do’ list. By consolidating your family accounts on the Chelsea Platform everything is in one place.
