How to transfer your Current Account, Savings Account or Cash ISA

Follow these simple steps to move your current account or Cash ISA to another Bank OR Building Society.

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Switch your Intelligent Finance Current Account

If you have reviewed your current account and decided that Intelligent Finance no longer meets your needs then you are free to switch your current account to another provider (e.g. bank or building society) without notice or charge.

Process

  • Choose a new provider.
  • Agree the switch with your new provider.
  • Choose your switch date.
  • Your new provider will complete the switch.

More detail can be found at www.simplerworld.co.uk/Pages/How.aspx

Transfer your Intelligent Finance Cash ISA

If you have reviewed your Cash ISA and decided that Intelligent Finance no longer meets your needs then you are free to transfer your Cash ISA to another provider without notice or charge.

You can transfer your Cash ISA to new or existing cash ISA, stocks and shares ISA or innovative finance ISA. You have the option to transfer all or part of your previous year's subscriptions, but subscriptions made in the current tax year must be transferred in full.

Process

  • Choose and open a new ISA with another provider (you don't need to complete this step if you already hold an ISA that allows transfers in).
  • Submit a transfer request to your new provider.
  • Your new provider will send the transfer request to Intelligent Finance.
  • Intelligent Finance will transfer your ISA funds to your new provider within 15 days and close your Cash ISA.

For more information about the new ISA Transfer Guidelines, please visit the BBA Website.

Move  your Intelligent Finance Savings

If you have reviewed your savings and decided that Intelligent Finance no longer meets your needs then you are free to move your savings to another provider without notice or charge.

Process

  • Choose and open a new account with another provider (you don't need to complete this step if you want to transfer your savings to an account you already hold that accepts external payments)
  • Contact us with details of the account you wish us to send the closing balance to
  • Intelligent Finance will send your savings funds to your new provider
  • Request us to close your Intelligent Finance savings account

When you are reviewing your existing current account and savings, please remember that any changes you make may impact your offset and plan arrangements.

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