Transfering isa with same provider

Flobberchops

Yes, it sounds like Halifax bodged what was very obviously a transfer-in request and performed a normal funds transfer instead, then compounded their mistake by giving a hand-wavey explanation about transfer-ins not being possible within the same provider, which is flat out wrong. I don't know Halifax's computer systems but it's possible an inexperienced or inattentive member of staff simply used the wrong screen to action the transfer.



As above: complain, making it clear that their error has put you in a position where you will not be able to subscribe the full amount you otherwise would have, and they should reverse the transaction and reprocess it as a consolidation (i.e. following the usual transfer-in process).

rgwar

I have taken this up with the bank today and yes it appears that they just did a normal funds transfer rather than transfer in. (at least 3 members of staff at Halifax thought it was not possible to do an ISA transfer within the same provider).
I have raised a complaint and hopefully it will now get sorted.
I'll update this post with the outcome.
Thanks to all who have helped so far.

rgwar

This problem has now been sorted. The complaints department listened to the phone conversation I had on telephone banking and have concluded that I did make my request to do the ISA consolidation clear and have admitted fault. They have corrected the problem and restored my £20000 annual allowance for this year. They have also paid back the lost interest and have paid me a reasonable amount in compensation.
I must say that I have been very impressed with the responses I have received via this forum.
I am no financial wiz kid (although I seem to know more than some of the staff at Halifax) and without the encouragement from this forum I might well have just accepted that I had made a mistake.
A very big thank you to all of you for your support.
Best Regards
Richard