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Monument Blocking ISA Transfer Out – Misallocating Interest and Giving Incorrect Advice?
Help Monument Bank are blocking / rejecting my ISA transfer out (from previous years’ funds). I wanted to see if anyone else has experienced anything similar - and also help anyone who may have been given the wrong advice. Is this an IT system error, or are customer service being given incorrect guidance? In mid-April…
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ISA Transfer from Kent Reliance to An Other Bank
Have completed an online transfer request with a new provider who have accepted the transfer but have advised that Kent Reliance require written authorisation. Are Kent Reliance responsible for sending me a form to complete or is this done by the new provider?
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Kent Reliance - flexible ISA?
Hi, I'm looking at flexible ISAs at the moment, and there is an Easy Access Cash ISA Issue 73 at Kent Reliance which looks okay. The setup process seems a bit complicated as you first apply for an account and then they move it to the new Kent Reliance Online Services. According to the Key Features and Summary Box for the…
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ISA question
I have just over £100k invested in a fully managed S&S ISA which has not done as well as I hoped recently - with charges etc. I am considering withdrawing 50% and investing in a cash ISA - Is this allowed ?
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Ethical Stocks & Shares ISAs...
As a total beginner, I'm also interested in ethical stocks and shares ISAs. I notice one option appeared on the comparison table, but would be interested to know where to go to to find more options (apart from Google!).
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eToro Cash ISA - any experience?
Has anyone tried the eToro Cash ISA? https://www.etoro.com/investing/cash-isa/ It is currently paying 4.67% variable for 12 months (including a bonus).
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Stocks & Shares ISAs
Hi! This is the discussion thread for the Stocks & Shares ISAs guide. Click reply below to discuss. If you haven’t already, join the forum to reply. If you aren’t sure how it all works, read our New to Forum? Intro Guide.
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ISA Declaration
I have just opened a Virgin Money Cash ISA and have received their declaration form to complete. This includes the following. I declare that: ....... I have not subscribed and will not subscribe to another Cash ISA in the same year that I subscribe
to this Cash ISA. However, I am not planning to subscribe to this ISA…
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TRANSFER INTO NATWEST ISA
Can anyone help. I want to transfer a cash isa into Natwest but I don't have an existing ISA with Natwest. Also I have already maxxed out on new cash ISAs with other providers this year. From going through the online application process I seem to be drawn into opening a new cash ISA with Natwest, but before I start…
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New cash ISA limit for those turning 65 during the tax year
I will turn 65 in May 2028. Will I then qualify for the over 65 cash ISA limit from my birthday, or will I have to wait until the following April to qualify?
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Marcus Bank now allow transfers in
Marcus Bank have changed their T&Cs. Marcus now supports transfers in of cash ISAs from most other ISA providers. The most you can pay into a Marcus Cash ISA has increased from £250,000 to £1,500,000.
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Moneybox Account Number/Sort Code
I want to transfer an existing Cash ISA with Moneybox into a Trading212 Cash ISA but I cannot find my moneybox sort code and account number to give to Trading212 anyone know where I can find it ? cheers
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ISA - I've jumped the gun opening a new ISA - what are my options??
As per the title, I've messed up, misread an email and opened up a new ISA (and started funding it) before last years ISA matures - and will not be able to move it over (before new one closes) what are my option please. I will help by filling in the blanks. All of this is santandar - but also happy to go somewhere else if…
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Intelligent Finance have my money but how can i get it?
Many years ago i had a current account and an ISA with Intelligent Finance. The current account has been closed for years but the ISA worth around 12k was still with them. I wanted to take the money out but I saw on MSE today that IF no longer exist and according to this site, if you had an ISA they would have sent you a…
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Withdrawing from two ISAs possible?
have two ISAs, both flexible One has £50k (no top ups this tax year) Other has £20k (opened and topped up 7 April) So my question is: can I withdraw from both and put it back? So I want to withdraw 10k from one and 10k from the other. Then put these back in toward the end of year? thanks
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Monument partial transfer out / Charter Bank transfer in
Hi All, I’ve recently opened a new cash ISA with Charter Bank Savings and want to fund it by doing a partial transfer out of my Monument cash ISA (which I opened a month or so ago). I have not subscribed any new money for this current tax year to any ISA yet. The monument ISA was also funded by transferring out previous…
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Anyone successfully using the Monument app on an iPad?
I would like to apply for a Monument cash ISA using my iPad Pro. It is at the latest iOS version. I use it to host all my other eBanking apps. I am aware that the app FAQs on the Monument website state "We do not recommend installing the Monument app on a tablet device." All goes smoothly in the setup until I reach the…
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Help with recent new rules on cash ISAs please
Hello, I want to take advantage of the Santander 1yr fixed rate cash ISA @4.5% with the £50 gift card for transferring from a different provider. . I only want to transfer £10,000 across and know that the original account needs to be closed via the transfer process. I have a few flexible ISAs with Virgin Money, but most…
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Clarification of cash isa transfer please
Hi, I had a cash isa with trading 212 and the total was around £28500. I have transferred £20,000 of this to Moneybox because the rate is better. This is where I’m confused because Moneybox say ok, that’s your allowance for the year used up,but trading212 said I can continue to pay into the remaining account with them.…
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Fixed rate
Hi It's time to fix my ISA rate again. I just can't make my mind up whether to tie up my money for 1,2 or 3 years whilst I can get 4.5% Any advice most welcome Thanks in advance