We launched ISAs in January 2025, and as we promised back then, we didn’t just ‘launch-and-leave’. We got straight back to work building more ISA features based on our customers’ feedback!
So – right in time for the start of the new tax year – we launched ‘in-specie’ or ‘asset-for-asset transfers’ for your Stocks & Shares ISAs. This means you can transfer your ISA over to us without needing to sell and rebuy your assets. You don’t exit the market, so you don’t miss opportunities. Just a smooth, smart switch over. If we don’t offer the instruments, we will endeavour to add them for you.
- if you’re a Lightyear customer already then go to your profile view on the app or web platform and hit “Transfer your Portfolio”.
- If you’re not a Lightyear customer yet, start the transfer process here.
You’ll be prompted to select the account you currently hold with the other provider and provide details about your transfer.
And, if you’re unsure whether Lightyear is the right place for you to switch to:
- Read about all the awards and recognition we’ve got since we launched our Stocks & Shares ISA.
- Play around with our new calculator which lets you compare how much money you’d lose in your Stocks & Shares ISA with some of the most used providers, just because of fees.
- Read our research with Capital Economics which reveals that each investor’s portfolio could become £11,400 worse off over 25 yrs with the average ISA provider, just because of fees.
Finally, keep your eyes peeled for more brand new ISA features over the coming weeks!
Disclaimer
As always, when you invest your capital is at risk. ISA rules apply.
