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ISA TRANSFER REQUEST This form can be used to transfer from both Cash and Stocks and Shares ISAs. Do not send this form to your existing ISA manager. Scottish Widows will arrange for the transfer.

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Investment bonds. If the deceased was the only or the last surviving life assured, a chargeable event will occur on their death and the bond will come to an end. Any gain will be assessed on the bond owner and the LPRs should include it in the deceased's self-assessment return for the tax year of death.

Questions we're often asked. If your other providers use the same transfer service as us, the process usually takes about six weeks.

Scottish Widows started a system migration in August 2022. Unfortunately there have been some problems with this meaning that online access for members and administrators to their systems is currently unavailable. Issues emerging due to the migration: Online access is currently unavailable.

If you need to get in touch call the Intermediary Support Team on 0345 845 0110. Lines are open 8am to 6pm Monday to Friday.

You can speak to one of our consultants Monday to Friday between 9am and 5pm. If you have an OEIC or ISA please call: 0345 300 2244. If you have a Bond or Endowment please call: 0345 366 7725.

We won't charge for transferring your plan to another provider but, if you are in with-profits a 'market value reduction' could apply. You may want to contact a financial adviser if you are considering transferring.

The Scottish Widows Investment Bond aims to: provide capital growth and/or income over the medium to long term (at least five to ten years), or.

Scottish Widows was demutualised and became part of the Lloyds TSB Marketing Group in March 2000. In January 2009, Scottish Widows became part of the Lloyds Banking Group.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232