Yorkshire Isa Transfer

Frogletina

I've tried to transfer an ISA into my Yorkshire Loyalty ISA 6 access, but the website says

Online services aren’t currently available on this account. For help with this, pleasecontact us.

I have contacted them and they cannot explain why that message is showing.

When I go through the transfer process online, it doesn't complete

YBS have told me to send in a paper transfer

I believe this is another problem with the website - 

Has anyone else come across this problem?

Albermarle

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

Frogletina

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

Catplan

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

So if trying to transfer in, via website, it says use these details to transfer in from another provider, then lists my ybs sort code, account number and roll number. I thought I’d need to enter these details from the provider I was trying to transfer into ybs. So not getting the error you are, but I’m not sure I could do a transfer in.

edit - manage isa gives option to transfer in provides list of other providers…. Not going further as don’t actually want to transfer in.

gelato_cat

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

@Frogletina I don't have an ISA to transfer into YBS, so I can't test the process fully, but when I go to initiate a transfer into my YBS ISA it's allowing me to select a provider from the dropdown.  Then it shows me my name and address and asks me to confirm those.  And then it asks me for the account number etc of the ISA that I want to transfer in.  Does that help at all?

Frogletina

Catplan said:

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

So if trying to transfer in, via website, it says use these details to transfer in from another provider, then lists my ybs sort code, account number and roll number. I thought I’d need to enter these details from the provider I was trying to transfer into ybs. So not getting the error you are, but I’m not sure I could do a transfer in.

edit - manage isa gives option to transfer in provides list of other providers…. Not going further as don’t actually want to transfer in.

Suzey said:

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

@Frogletina I don't have an ISA to transfer into YBS, so I can't test the process fully, but when I go to initiate a transfer into my YBS ISA it's allowing me to select a provider from the dropdown.  Then it shows me my name and address and asks me to confirm those.  And then it asks me for the account number etc of the ISA that I want to transfer in.  Does that help at all?

Thank you both for checking out the process. It does look as if the problem is specific to my account

I can get as far as manage ISA and then transfer in an ISA, but then the screen goes back to list all of my accounts, and as I originally said there is a message against my ISA account saying that the account cannot be managed online. YBS cannot understand what this message is, and suggested it could be the browser that I am using. I said I did not think that this could be the case but I checked another browser and the message was still there.

I didn't get an email as promised today so I will contact them again in the morning. I'm not best pleased as my Virgin ISA matured after receiving 3.85% and is currently only getting 0.25% which I think is appalling.    

gelato_cat

Frogletina said:

Catplan said:

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

So if trying to transfer in, via website, it says use these details to transfer in from another provider, then lists my ybs sort code, account number and roll number. I thought I’d need to enter these details from the provider I was trying to transfer into ybs. So not getting the error you are, but I’m not sure I could do a transfer in.

edit - manage isa gives option to transfer in provides list of other providers…. Not going further as don’t actually want to transfer in.

Suzey said:

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

@Frogletina I don't have an ISA to transfer into YBS, so I can't test the process fully, but when I go to initiate a transfer into my YBS ISA it's allowing me to select a provider from the dropdown.  Then it shows me my name and address and asks me to confirm those.  And then it asks me for the account number etc of the ISA that I want to transfer in.  Does that help at all?

Thank you both for checking out the process. It does look as if the problem is specific to my account

I can get as far as manage ISA and then transfer in an ISA, but then the screen goes back to list all of my accounts, and as I originally said there is a message against my ISA account saying that the account cannot be managed online. YBS cannot understand what this message is, and suggested it could be the browser that I am using. I said I did not think that this could be the case but I checked another browser and the message was still there.

I didn't get an email as promised today so I will contact them again in the morning. I'm not best pleased as my Virgin ISA matured after receiving 3.85% and is currently only getting 0.25% which I think is appalling.    

That does seem a bit odd to me.

I suddenly remembered that there are two types of Loyalty 6 ISAs.  One can be opened online, and the other is opened in-branch or by post.  They can both be operated online but I wondered if this had something to do with it.  I have both.  I logged back in and tried the above process with both, and it worked.  So I'm still none the wiser.

The only other thing I can suggest is that you clear your cookies while logged out, then log in again and try it.

Frogletina

Suzey said:

Frogletina said:

Catplan said:

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

So if trying to transfer in, via website, it says use these details to transfer in from another provider, then lists my ybs sort code, account number and roll number. I thought I’d need to enter these details from the provider I was trying to transfer into ybs. So not getting the error you are, but I’m not sure I could do a transfer in.

edit - manage isa gives option to transfer in provides list of other providers…. Not going further as don’t actually want to transfer in.

Suzey said:

Frogletina said:

Albermarle said:

This is the thread below yours.
YBS ISA Transfer out delays — MoneySavingExpert Forum

I have looked at that thread, but I'm trying to transfer an ISA into YBS, a process that I followed many times. YBS say that my account looks ok and they cannot explain why it it showing a message saying that the account cannot be managed online.

Can someone who has this same account check and see if they are getting the same message?

@Frogletina I don't have an ISA to transfer into YBS, so I can't test the process fully, but when I go to initiate a transfer into my YBS ISA it's allowing me to select a provider from the dropdown.  Then it shows me my name and address and asks me to confirm those.  And then it asks me for the account number etc of the ISA that I want to transfer in.  Does that help at all?

Thank you both for checking out the process. It does look as if the problem is specific to my account

I can get as far as manage ISA and then transfer in an ISA, but then the screen goes back to list all of my accounts, and as I originally said there is a message against my ISA account saying that the account cannot be managed online. YBS cannot understand what this message is, and suggested it could be the browser that I am using. I said I did not think that this could be the case but I checked another browser and the message was still there.

I didn't get an email as promised today so I will contact them again in the morning. I'm not best pleased as my Virgin ISA matured after receiving 3.85% and is currently only getting 0.25% which I think is appalling.    

That does seem a bit odd to me.

I suddenly remembered that there are two types of Loyalty 6 ISAs.  One can be opened online, and the other is opened in-branch or by post.  They can both be operated online but I wondered if this had something to do with it.  I have both.  I logged back in and tried the above process with both, and it worked.  So I'm still none the wiser.

The only other thing I can suggest is that you clear your cookies while logged out, then log in again and try it.

Sorry Suzey, I thought I'd replied to this early this morning.

I did open this online and I have transferred ISAs in and out online several times without a problem before.

I have cleared cookies which has made no difference on either browser that I use and I have also tried to make the transfer using mobile banking on my phone. I get the same message in all 3 places.

Although I intended to make another call today, I was unable to. I have still not had an email as promised from Virgin and I am thinking of moving the ISA to another account in the interim. I am not at all happy that Virgin have an easy access exclusive isa at 4.76% but my Virgin cash ISA is now getting only 0.25%. I might open that one as an interim place until I can transfer into my 5.20 easy access Yorkshire ISA

Frogletina

I did contact YBS a second time and was told it had been passed to the IT dept.

Today I received a phone all to say that the issue had now been resolved. I asked when that was as I had already checked this morning, and I was told that it had been resolved a few hours ago.

So after I spoke to them I went on line to find not only that the issue was still there, but that a message had been sent to me 20 minuites before saying that they had not been able to resolve the IT problem and were sending me a form for the transfer...that must be the one I was told would be sent on 24th October.

You couldn't make it up.

gelato_cat

Frogletina said:

I did contact YBS a second time and was told it had been passed to the IT dept.

Today I received a phone all to say that the issue had now been resolved. I asked when that was as I had already checked this morning, and I was told that it had been resolved a few hours ago.

So after I spoke to them I went on line to find not only that the issue was still there, but that a message had been sent to me 20 minuites before saying that they had not been able to resolve the IT problem and were sending me a form for the transfer...that must be the one I was told would be sent on 24th October.

You couldn't make it up.

Omg, that's bad.  Perhaps worth making an official complaint now?

Frogletina

Suzey said:

Frogletina said:

I did contact YBS a second time and was told it had been passed to the IT dept.

Today I received a phone all to say that the issue had now been resolved. I asked when that was as I had already checked this morning, and I was told that it had been resolved a few hours ago.

So after I spoke to them I went on line to find not only that the issue was still there, but that a message had been sent to me 20 minuites before saying that they had not been able to resolve the IT problem and were sending me a form for the transfer...that must be the one I was told would be sent on 24th October.

You couldn't make it up.

Omg, that's bad.  Perhaps worth making an official complaint now?

@Suzey

Thanks for the advice

I did make an official complaint to YBS yesterday - according to the ISA department they still had it showing as sorted despite my messages to them and calls to say that the problem still existed.

In the meantime, on 2/11, I tried to transfer the ISA to another provider, Nat West, and I have had trouble with that transfer too as it was rejected. I had already opened the ISA, confirmed on 27th October, but it was and is currently unfunded and I can no longer transfer any ISAs to it. I have another complaint going through with that. The key product details showed that I could transfer up to 6/11 but the advisor told me that as a new ISA had replaced it, that I could no longer add any money to it. She said it was in the terms and conditions - but I didn't really believe that was the case. I was also going to arrange to give notice on 6/11 for a fixed ISA to be transferred there, but that too would have been rejected. 

Finally yesterday I decided that receiving 0.25% was such a joke that I opened a different easy access ISA with Virgin and arranged a transfer to that - and today it completed! I think it is awful that they placed a maturing ISA in an account that only pays 0.25%.  

That is just an interim place for the ISA until the complaints are sorted out.