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Transferring your existing Cash ISA(s) to St. James's Place Bank is effortless. Whether you hold an existing Cash ISA with us, or are opening a new facility, our transfer service allows you to consolidate all your previous years' Cash ISA subscriptions and maximise the benefit you get from your St. James's Place Bank Cash ISA.
- If you don’t already hold a St. James's Place Bank Cash ISA contact your St. James's Place Partner to open one. Once you have your Cash ISA facility number you can arrange a transfer by following the steps noted below.
- If you currently hold a St. James's Place Bank Cash ISA and want to transfer existing Cash ISAs to St. James's Place Bank simply follow the process below.
Simply download our Letter of Authority.
Populate the Letter of Authority with all the requested information, including your St. James's Place Bank ISA facility number.
If you wish to transfer more than one Cash ISA to St. James's Place Bank you will need to fill out one form for every Cash ISA to be transferred.
Post your completed Letter of Authority to us at:
St. James's Place Bank
Administration Centre
PO Box 17317
Edinburgh
EH12 1AZ
- Once we have received your completed Letter of Authority, we will ask your existing provider to close your old account and transfer the money to us.
- We will pay interest at your new Cash ISA rate from the day they close your old account, ensuring you earn interest every day of the transfer process.
- The transfer process should take 15 working days, but if it takes longer, we will pay you interest at your new Cash ISA rate from the 16th working day, as long as your old account was ready to close (i.e. was not subject to a notice period or was a fixed rate that had yet to mature) when we first made the transfer request.
For more information about the new ISA Transfer Guidelines, please visit the BBA website.
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