ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
OverviewClient administration help
Client administration help
Account opening Our bank details Flexible Investment and Retirement Solutions Re-registration & transfers Account dealing Withdrawals and account closing Amending client details Bereavement Power of Attorney & Court of Protection Fees and charges Information-only advisers Stock Transfer Delink a client
Account dealing
Here we explain different ways you can transact on behalf of your clients – whether it's investing a lump sum, opting for phased investments, creating a Regular Savings Plan or switching from one investment to another. You’ll also find information on using our model portfolio service here.
Application forms
Anti-money laundering (AML) procedures
This facility offers an easy way to move client investments from an ISA and sole named Investment Accounts into Pension.
You will first need to instruct a sale of the non‑pension asset (ISA & sole named Investment Accounts) using the standard Sell / Withdrawal journey, selecting ‘Pay to: Cash Management Account (CMA)’.
Once submitted, you will need to wait for the proceeds to settle before the funds become available in the Cash Management Account. Once they have settled and are available in the CMA, select CMA as the source of lump sum in the pension lump sum journey.
Frequently asked questions
The joint Investment Accounts do not link to the Cash Management Account therefore please transfer assets online into a sole-named Investment Account. More information is available on the Stock Transfers page.
Sale proceeds must settle before they appear in the Cash Management Account (CMA) and can be used for the pension contribution. Please note, money held in the CMA may be used to settle any outstanding fees, which can reduce the amount available for the pension top up. Investor fees are deducted directly from the CMA, and you may also arrange for ISA and GIA fees to be funded from the CMA.
No, this is not supported at this time.
Should you be looking to take a fee for this transaction, you can add an initial fee or via the ‘Pay Specified Fees’ option.