Transfer your ISA or Junior ISA to M&G

You can transfer an existing ISA or Junior ISA to M&G from your current provider whenever you like. 

Maybe you feel your money could work harder for you. Perhaps our range of funds suits you better. If you have an ISA or Junior ISA with another provider, it’s easy to transfer your investment to M&G.

Before you invest, you should read the most up-to-date Prospectus and Key Investor Information Document (KIID) for your chosen share class in each fund in which you wish to invest. You should also read the Important Information for Investors document. You’ll need Adobe Acrobat to view all these documents. We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.

The views expressed on this page should not be taken as a recommendation, advice or forecast. The tax rules for ISAs and Junior ISAs may change in the future, and their tax advantages depend on your individual circumstances. The value of investments and the income from them will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

Transferring your ISA to M&G won’t affect its tax status or impact your ISA allowance for that tax year. However, you should speak to a financial adviser if you are unsure whether an investment is right for your individual needs.

Please note, your current provider may apply a charge when you transfer your investment. Whilst your investment is being transferred it will be out of the market for a short period of time and will not lose or gain in value.

Steps to transfer your ISA to M&G

choose the fund(s) into which you’d like to transfer your investment

read the relevant KIID and the Important Information for Investors document

complete and return the ISA transfer application form or the Junior ISA transfer application form

Please note

Your existing ISA manager may make a charge for carrying out the transfer. We carry out all the paperwork to transfer your ISA to M&G free of charge. Send the form to us at:

M&G Customer Relations
PO Box 9039
Chelmsford
CM99 2XG

Need further information?