Halifax Offering £100 To Switch To Them

someone

oh fyi, does not apply to under 18's account as well

JenHen

YorkshireBoy wrote:

So...

• Set up 2 x £10 SO's to a couple of my savings accounts on my otherwise dormant FlexAccount

I think I can do a similar thing with my dormant FlexAccount but would only be able to set up one standing order without hassle before switching - would that be ok, do you think, or are they looking for accounts with both SOs and DDs to switch? Item 2 in the terms and conditions for this offer mentions both but does not state that you have to have both before they'll switch you. Anyone else heard differently?

mary

I've just had a look at your link but don't know how I fit in. My income is not regular. I'm self employed and receive payments from a publisher at irregular intervals during the month, also receive rent from 2 properties, but tenants now changing, so details will change.
So can't put down a regular name or date for income receipt.
I could recycle £1,000, not a problem. Don't know if I tick all the boxes.

Since most of my SOs are to Regular Savers, I wouldn't want them to be messed up because changing over can cause delays - I'm just wondering if anyone has had good/bad experience with changing accounts. £100 is tempting.

regularsaver1

jeanssis wrote:

How did you do THAT please as WE changed from HSBC to Halifax late September & WE got s*d all ! :mad:

Janice

They trialed the £100 in certain arears first - now it is everwhere for a few months

regularsaver1

Sillychuckie wrote:

Hi all. I have applied for this.
I have a question about the switching process however.. (switching from A&L prem direct acct, currently with 6 standing orders and 1 d.debit set up).

Do they:
a) Clone the ddebits and s.orders, but leave them active in A&L account.
b) Clone the ddebits and s.orders, but delete them in A&L account.
c) Clone the ddebits and s.orders, and CLOSE the A&L account.

If c, is it my responsibility to get the money out of the A&L account, or do they transfer that too?

Thanks.

They will transfer your standing orders and dd's from your old acc to your new, and then write to confirm all is done and up to you what you do with your old account and the funds. just don't close old account until all set up

regularsaver1

Don't worry about existing pipeline application for the account

The AATS forms (Automated Account Transfer Service) are sent to the AATs team in Galsgow, by a branch or from the sorting office in Leeds - it is them that will credit the £100 and work on transfer

so if you opened account in last few days , if forms are received by AATS team by now they will qualify

regularsaver1

YorkshireBoy wrote:

Hi danchloe,

Could you tell me if they automatically close the account you're switching from?
QUOTE]

They do not have the authority to close your other account, nor move any funds from it

just direct debits and standing orders

oh and credits if you wish

regularsaver1

someone wrote:

oh fyi, does not apply to under 18's account as well

Because an AATS can only be done on a full facilities current account

so not a student either

JenHen

Just answered my last question! Phoned Halifax and no, there is no requirement regarding the number of standing orders and/or direct debits set up on the account you wish to transfer from. They told me that an account with just one standing order set up on it would make the transfer process a lot easier (and therefore quicker) than usual.

clipboard2

The Halifax branch I went into today to set this new current account up insisted I had to have a "banking review" meeting with an advisor for which I had to make an appointment. Was told to allow 1 hour:eek: Has anyone else had this??