Blocked Transfer of Junior Cash ISAs - Halifax to Coventry

tomdanvers

Hi All,
I have finally got around to finding a better ISA rate for my two daughters JISAs.
I've opened a new account for each of them with the Coventry Building Society. As part of the application process I've supplied the information for the girls' current JISAs with the Halifax. All seemed to be fine but I then received letters for both accounts from Coventry stating:

Following your request to transfer ISA savings to the above account, Halifax PLC have informed us that they are unable to proceed with the transfer as they need further information from you.
If they've not already been in touch with you, we recommend that you contact them directly, to avoid delaying the ISA transfer.

I spent ages on the phone to the Halifax to various departments. Everyone I spoke to said they could see no reason why the transfer was blocked and that I should speak to Coventry. Of course after another long phone conversation with Coventry they also said that they didn't know why the transfer was blocked and that I needed to speak to Halifax. I even organised a face to face with Halifax in my local branch but the manager there couldnt help either.

Has anyone else experienced this? Does anyone have any suggestions for what I should do?

Thanks in advance!

xylophone

I then received letters for both accounts from Coventry stating:

Following your request to transfer ISA savings to the above account, Halifax PLC have informed us that they are unable to proceed with the transfer as they need further information from you.
If they've not already been in touch with you, we recommend that you contact them directly, to avoid delaying the ISA transfer.

It would normally be expected that the receiving institution should resolve any problems but in this particular instance, it seems to me that you should make a formal complaint in writing to the Halifax, enclosing copies of the letters from the Coventry and detailing your attempts to resolve the matter, in particular that the manager at your local branch was unable to assist.

Halifax, PO Box 548, Leeds, LS1 1WU

Ask for an explanation of the refusal to comply with your request.

 Keep a copy of your letter and send  the letter recorded delivery.

crumpetswithjam20

I had this situation a few years ago when trying to move my child's Halifax junior isa to a new Vanguard one.  After a few months and lots of inconvenience I just gave up as I was getting nowhere.  I'd even had meetings in branch and had to take in lots of ID for them to copy and send to head office but I couldn't find out what the problem was.