Transferring your ISA to M&G

If you have an investment with another provider it is simple to transfer all or part of your money to M&G. Maybe you feel your money is not working as hard as you would like or perhaps you prefer our range of funds?

Before transferring into M&G, please ensure you read the most up-to-date Key Investor Information Documents for each fund you wish to invest in, alongside the Important Information for Investors document. Please note that you will require Adobe Acrobat to view these documents. You may also wish to seek financial advice regarding the suitability of your investment. Moving your ISA to M&G won’t affect its tax status nor will it impact your ISA allowance. For the short period of time that your Stocks and Shares ISA is in the process of being transferred, you may lose out on some income and/or growth if the market rises. Depending on the fund you choose, there may be an initial charge and there may be an annual management charge. Find out more about our share classes here.

How to transfer to M&G

Choose which fund you would like to transfer into;
Complete the ISA transfer form (487 KB);
Post the form to the freepost address provided;
You may want to check with your current provider to see if they will levy any charges; and
M&G will complete your transaction free of charge and write to you to confirm the details of your transfer.

I just want to

Next steps: Contact us; ISA; Fund information

Download literature: ISA transfer application (487 KB); Please note that you will require Adobe Acrobat to view the pdfs contained within this page.

Issued by M&G Securities Limited and M&G Financial Services Limited which are subsidiaries of M&G Limited. M&G Limited is incorporated and registered in England. Registered Office: Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 1048359. Registered for VAT, number GB235 3237 81. Both M&G Securities Limited and M&G Financial Services Limited are authorised and regulated by the Financial Services Authority and provide ISAs and other investments. M&G Securities Limited is registered on the FSA's register, No. 122057 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 90776. M&G Financial Services Limited is registered on the FSA's register, No. 122058 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 923891. Both companies are registered for VAT, number GB235 3237 81.