Transferring your ISA
Transferring a Cash ISA into a Stocks & Shares ISA
What is it about? Transfer Application Forms
It is all about making the most of your money in a tax-efficient way. The historic low interest rates during 2009 have prompted a growing number of investors to use the new rules and transfer their cash ISA into a Stocks & Shares ISA in search of a potentially higher yield. If you are happy to make your own investment decisions you can choose from the funds we offer, you can also choose the stocks & shares you wish to invest in for yourself.
Typical Rates for instant cash ISAs account in building society*.
Abbey 3.00% instant
Lloyds 2.00% instant
HSBS 1.75% instant
Barclays 0.10% instant
How you can improve your interest Rates in Stocks & Shares ISA*.
BlackRock UK Absolute Alpha Retail - Low Risk Growth - more
1 year 7.92%
3 years 19.96%
M&G European Corporate Bond Retail - Low Risk Income
1 year 9.46%
3 years 48.19%
Jupiter Merlin Balanced Portfolio Retail Accumulation - Medium Risk -more
1 year 21.11%
3 years 5.43%
5 years 44.61%
*Figures provided accurate as at 25 January 2010
These are just 3 suggestions from the companies that we use. If you would like a more detailed financial review, please contact us on 0800 018 1315 for an appointment with an Independent Financial Adviser.
Transfer Application Forms
Lyn Financial Services is a trading styles of LFS & Partners Ltd who are authorised and regulated by the Financial Services Authority. LFS & Partners Ltd are entered on the FSA register under number 460692 ( www.fsa.gov.uk/register ).