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Transferring your ISA

 

Please be aware that transfers from existing cash ISAs take up to 15 working days to complete.

 

AA HSBC Private Bank (UK) Ltd
Adam & Co Investment Management Ltd HSBC Trust Co (UK) Ltd - Corporate (ISA Manager Reference Z1358)
Bank of Scotland HSBC Trust Co (UK) Ltd - Private Clients (ISA Manager Reference Z1161)
Barclays Bank plc - HMRC ref Z1174 HSBC Trust Co (UK) Ltd - Retail (ISA Manager Reference Z1359)
Birmingham Midshires plc Intelligent Finance
Britannia Lloyds TSB Bank plc
Buckinghamshire Building Society Market Harborough Building Society
Cheltenham & Gloucester Marks and Spencer Financial Services plc
Cheshire Building Society National Westminster Bank plc
Clydesdale Bank Nationwide Building Society
Co-operative Bank plc (and trading as Smile) Royal Bank of Scotland plc
Coutts & Co SAGA
Danske Bank (Northern Bank Limited) Sainsbury's Finance
Derbyshire Building Society Santander Bradford & Bingley
Direct Line Financial Services Ltd Santander ISA Managers Ltd
Dunfermline Building Society Scottish Widows Bank plc
First Direct St James Place Bank
First Trust Bank Ulster Bank Ltd
Halifax plc Virgin Money plc (formerly Northern Rock plc)
HSBC Bank plc (ISA Manager Reference Z1548) Yorkshire Bank
HSBC Bank plc Investment Services and Sharedealing  

 

Transferring Your ISA - ISA Providers

If you are transferring your cash ISA funds from the following providers you can use the paperless transfer request by logging into Online banking . 

Once logged in follow the links: 
Savings >> Want to Transfer your ISA to Ulster Bank?

Alternatively, please complete the Cash ISA Transfer Form and post to:

Central Tax Unit, 
Ulster Bank Limited, 
Danesfort, 
Stranmillis Road, 
Belfast 
BT9 5UB

or drop it off at any branch

Please be aware that transfers from existing cash ISAs take up to 15 working days to complete.

 

AA HSBC Private Bank (UK) Ltd
Adam & Co Investment Management Ltd HSBC Trust Co (UK) Ltd - Corporate (ISA Manager Reference Z1358)
Bank of Scotland HSBC Trust Co (UK) Ltd - Private Clients (ISA Manager Reference Z1161)
Barclays Bank plc - HMRC ref Z1174 HSBC Trust Co (UK) Ltd - Retail (ISA Manager Reference Z1359)
Birmingham Midshires plc Intelligent Finance
Britannia Lloyds TSB Bank plc
Buckinghamshire Building Society Market Harborough Building Society
Cheltenham & Gloucester Marks and Spencer Financial Services plc
Cheshire Building Society National Westminster Bank plc
Clydesdale Bank Nationwide Building Society
Co-operative Bank plc (and trading as Smile) Royal Bank of Scotland plc
Coutts & Co SAGA
Danske Bank (Northern Bank Limited) Sainsbury's Finance
Derbyshire Building Society Santander Bradford & Bingley
Direct Line Financial Services Ltd Santander ISA Managers Ltd
Dunfermline Building Society Scottish Widows Bank plc
First Direct St James Place Bank
First Trust Bank Ulster Bank Ltd
Halifax plc Virgin Money plc (formerly Northern Rock plc)
HSBC Bank plc (ISA Manager Reference Z1548) Yorkshire Bank
HSBC Bank plc Investment Services and Sharedealing  

 

When you are making a transfer through Anytime Internet and Telephone 

Banking, the limits will be advised to you. You can contact us on our Anytime 

telephone service at 0345 7424365 to see what options are available to you. 

In order to maintain the highest level of service we may record calls.

To apply call us on 0800 046 6486

Lines are open: Monday to Friday 8.30am-8pm.

(Except bank holidays)

Calls may be recorded. Calls from mobile phones may not be free.

Account queries

Please contact our telephone banking service on : 0345 742 4365

(+442890 538 033 if calling from abroad).

Calls cost up to 10p per minute plus up to 16p connection charge from BT lines. Calls from other networks may vary. Calls may be recorded

Visit any branch of Ulster Bank to apply.

Find your local branch

Select Apply Now from the Next Steps section below.

If you are an existing Ulster Bank customer please complete the Stocks and Shares ISA to Cash ISA Transfer Request form and drop it into your local branch or post to the address below :

Central Tax Unit, 
Ulster Bank Limited, 
Danesfort, 
Stranmillis Road, 
Belfast 
BT9 5UB

Please be aware that transfers from existing stocks and shares ISAs take up to 30 calendar days to complete.

If you are new to Ulster Bank you will need to open a Cash ISA account before you can transfer any funds into it, for further information on how to do this please visit our Cash ISA page.

We are currently improving our online application for the Fixed Term Deposit account. Please contact your local branch or call us on 0800 046 6486 to apply. (Telephone application is available to existing customers who are registered for Anytime Banking and who are applying for a sole account. If you are a new customer or are not registered for Anytime Banking, please contact your local branch. ) 

Lines are open: Monday to Friday 8.30am-8pm (except bank holidays).Calls may be recorded. Calls from mobiles may not be free.

Calls cost up to 10p per minute plus up to 16p connection charge from BT lines. Calls from other networks may vary. Calls may be recorded.

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