ISA Transfer Request Form Halifax to AL

codetown

I strongly suggest anyone to go to their CURRENT ISA provider to ask the transfer to A&L!!! A&L people are inept and will certainly delay. Go yourself to your real branch if you want things moving.
I did this myself for my Nationwide ISA, filling all the forms at nationwide and asking them to do the transfer as soon as possible. The transfer to A&L ISA was at the end reasonably fast! Not for a minute I thought to go trough A&L directly. that would have slowed things down a lot!

Kazza242

miaxmia wrote:

Hi Kazza,
It was both my husband and myself who transferred our ISAs to the Halifax. The paperwork came through for me to sign new form for the variable ISA and then another form to put it into the fixed rate of 5%, but my husband's didn't have the form to transfer to the fixed rate and is still awaiting this. We actually went into the branch towards end of March to organise this, so I shall be fuming if he loses the 5% deal. However, my husband made them put a note on the screen that "because it is their mistake we don't expect to be penalised if the rates drop" - Halifax in Leeds are supposed to be ringing us back, but that was two days ago!!! Miaxmia

Hello again - just an update, as promised:

I had my appointment at the branch this afternoon. Was seen by a really nice banking advisor who sorted it all out for me. He was able to resolve the status of my ISA and convert it into a fixed rate straight away. He said it wouldn't appear on my online portfolio as a 'fixed' ISA until tomorrow, but that's OK. I'm just relieved to have got it sorted out, so I can forget about mini cash ISA's for this tax year.:)

He's going to check it on his computer on Monday, but he doesn't envisage there being any problems.:j

miaxmia

Kazza242 wrote:

Hello again - just an update, as promised:

I had my appointment at the branch this afternoon. Was seen by a really nice banking advisor who sorted it all out for me. He was able to resolve the status of my ISA and convert it into a fixed rate straight away. He said it wouldn't appear on my online portfolio as a 'fixed' ISA until tomorrow, but that's OK. I'm just relieved to have got it sorted out, so I can forget about mini cash ISA's for this tax year.:)

He's going to check it on his computer on Monday, but he doesn't envisage there being any problems.:j

Hi Kazza, Thanks for the update. I went along to my local branch to pick up the necessary form rather than wait for it to come through the post (still hasn't arrived in any case), so hopefully I too will get this sorted very shortly.

Cee

Hi folks, as of today i'm an ex Halifax customer sales advisor. After starting work with them in January in the sales dept at a contact centre, we were constantly given tasks to do that we had no clue about. We were thrown on the phones DURING OUR TRAINING with little faith in the company, no one was there to listen to what we were doing until the call was well over with. If problems came up they were solved later on when the customer found a fault with what we were doing.

Ok we learnt as we went along but i stated there are better ways to learn this job particularly as we are dealing with thousands of pounds.

During April, naturally we were inundated with customers wanting to fund an isa and to transfer them in. Only last week one member of my team quiered something and found out that she hadn't been doing something on the system that she was supposed to do, which was put a message to tell whomever that this account shouldn't be closed as there is an isa transfer pending.

As we got our targets via the accounts opened we enjoyed the busy period and we could do isa's with out eyes shut... eventually!!

Then came the new tax year, we had opened that many telephone isas that the servicing staff couldn't cope with the influx and a lot of customer just couldn't get through to refund their isa's. so what did they do about it?

They put us sales staff to take the servicing calls with less than one hours training on what to expect and the odd floorwalker to answer any queires we should get.
We were told to set up the security and to transfer the funds (which we knew anyway) what we weren't ready for were all the customers like yourselves ringing to complain that their transfer in wasn't in the account as promised.

It takes around 30 days to complete we are told to tell the customers but again, we have been that busy with the influx of the requests that the servicing centre has a huge backlog.

It was at this stage when I realised this wasn't the job for me, I felt we weren't fully experienced to be taking these calls and whats more, what kind of representation can we provide if we can't deal with the call?

It took me around 3 weeks to get another job and i start on monday, a totally different one but I hope more job satisfaction.

I am a Halifax customer and if i didn't live were i lived I'd love to transfer to somewere else but i do enjoy the online banking i get with them. still it doesn't stop me opening up a savings account somewhere else...

Now the question of going to the branch to fix an isa has now been changed and it can be done over the phone.

The address is the main mailing address, your form will then be sent on to the isa transfer in processing centre which is in Kent!

Sometimes its been known that these requests at branches are the ones that cause more trouble than the ones the contact centres deal with, why? Because they provide consultants who are more knowledgable than the branch consultant who has to know a broader knowledge of everything. I've had them call me from branch to ask me a question that i can't answer but the fact was it should be the processing centre they should contact

We were also told that all interest rates for fixed rates are guaranteed until the end of May and any one requested will be backdated.


Its probably that a lot of the banks work the same but Halifax pride themselves on spending 1500 on training each and everyone of their colleagues!!!