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, Junior ISA or Child Trust Fund (CTF) with another provider, it’s easy to transfer your investment to M&G. Please note the CTFs must be transferred into a Junior ISA account.

Before you invest, you should read the most up-to-date ProspectusKey Investor Information Document (KIID) and Costs and charges illustration  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 and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally 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 to M&G. 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, Costs and charges illustration and the Important Information for Investors document

Complete and return the ISA transfer application form, Junior ISA transfer application form or the CTF transfer application form

Please note

There may be a charge made by your existing investment manager to transfer your ISA, Junior ISA or CTF to us, however M&G will not charge you to process your transfer when we receive an instruction. Send the form to us at:

M&G Customer Relations
PO Box 9039
CM99 2XG

Need further information?