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Any one transferred from lloyds isa to lloyds isa

anna42hmr
anna42hmr Posts: 2,897 Forumite
Part of the Furniture 1,000 Posts Name Dropper
edited 6 April 2013 at 12:43PM in ISAs & tax-free savings
Hi

can any one help, my parents both have Lloyds ISA's one was a two year fix which matures today and another one is a two year fix opened last year and has another year to run. unlike many fixes they allow transfers and payments in during the term.

they want to be able to transfer from the old Lloyds account that matures today into the one that still has a year to go.

However, I can only find the transfer form on their website for external ISA's and not internal. The T&C's do indicate that funds can be transferred from previous Lloyds isa's but doesn't say how.

Has any one got any experience with doing this?

EDit : https://secure.form.lloydstsb.com/application/isa_transfer.asp looking at this form, although it states for external isa's does give Lloyds in the drop down??
MFW#105 - 2015 Overpaid £8095 / 2016 Overpaid £6983.24 / 2017 Overpaid £3583.12 / 2018 Overpaid £2583.12 / 2019 Overpaid £2583.12 / 2020 Overpaid £2583.12/ 2021 overpaid £1506.82 /2022 Overpaid £2975.28 / 2023 Overpaid £2677.30 / 2024 Overpaid £2173.61 Total OP since mortgage started in 2015 = £37,286.86 2025 MFW target £1700, payments to date at April 2025 - £1712.07..

Comments

  • david78
    david78 Posts: 1,654 Forumite
    The form is the correct form. Just make sure that:

    (1) Its the same account holder for both ISAs (it wont be a joint account, you can't transfer your mum's account into your dad's for example).
    (2) The ISA you are transfering to allows further deposits.

    I don't have any direct experience of Lloyds.
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