1 May 2026 – 31 July 2026
1. Subject to these offer terms, you will be entitled to receive a £200 cashback payment from Interactive Investor Services Limited (“ii”, “us”, “we” or “our”) if you are not an existing customer of ii on or before 30 April 2026, and you open a new ii Personal Pension (“ii Personal Pension”) as your first account between 1 May 2026 and 31 July 2026 (inclusive) (the “Offer Period”), and meet the Qualifying Criteria (as defined below).
2. You will qualify for the offer if, within the Offer Period;
i. you submit an instruction to transfer an existing pension(s) held with another provider into a new ii Personal Pension that subsequently completes within 1 year of the date on which the instruction is submitted (“Qualifying Transfer”); or
ii. you make a cash contribution to your new ii Personal Pension (“Qualifying Contribution”); or
iii. you do a combination of (i) and (ii) above; and
iv. the Qualifying Transfer(s) and/or Qualifying Contribution(s) have an aggregate value of at least £20,000; and
v. you add an ii Trading Account to your ii Personal Pension within 1 year of the end of the Offer Period
together being the “Qualifying Criteria”.
3. For the avoidance of doubt, transfers of investments and/or cash already held in an ii account, or from an account with any other company within our group of companies, will not be Qualifying Transfers or Qualifying Contributions.
4. You are entitled to a maximum of one cashback payment in connection with the offer, save that any cashback payable to you under this offer may be paid in one or more instalments, at our discretion. We reserve the right to determine in our absolute discretion the valuation of each Qualifying Transfer and the amount of cashback payable. Non-cash assets will generally be valued on the date we process the existing provider’s valuation, using the closing price of the shares or units on the previous working day.
5. You must be over 18 and a UK resident to be eligible for the offer.
6. You must be living at a UK residential address at the time of meeting the Qualifying Criteria.
7. We will only pay cashback into an ii Trading Account that is linked to your ii Personal Pension. Cashback will be credited to your ii Trading Account by the later of:
i. the date falling 30 days after the Qualifying Criteria are met; and
ii. the date falling 30 days after the date on which you open an ii Trading Account.
Cashback sums will not be paid by any other means.
8. Your ongoing entitlement to any cashback received is subject to you keeping your ii Personal Pension open and funded for a minimum of 12 months from the date of completion of the last Qualifying Transfer and/or Qualifying Contribution (the “Minimum Term”). We reserve the right to reclaim, and you agree to repay, any cashback amount paid if your ii Personal Pension is closed or any Qualifying Transfers and/or Qualifying Contributions are withdrawn and/or transferred out prior to the expiry of the Minimum Term.
9. Please note that the relevant ii SIPP Terms and ii Managed Portfolio Terms (if applicable) will apply to any such transfer or withdrawal and fees as shown in our Rates & Charges may apply.
10. The offer is not intended to be taken as advice or any personal recommendation to transfer any investment(s) from your existing provider. If you are unsure whether transferring is right for you, you should take independent financial advice.
11. The offer is funded by ii. Any cashback you are eligible for will not be drawn from your investments.
12. Anyone who is seen to be abusing the offer may be excluded at ii’s absolute discretion.
13. ii reserves the right to amend or withdraw these terms at any time without notice.
14. These offer terms are governed by English law.
15. These terms must be read in conjunction with the relevant ii SIPP Terms and ii Managed Portfolio Terms where applicable. In the event of any conflict between these terms and the relevant ii SIPP Terms or ii Managed Portfolio Terms, these offer terms shall prevail.
16. Interactive Investor Services Limited is the promoter of this offer. ii’s registered office is at 201 Deansgate, Manchester, M3 3NW.
1 May 2026 – 31 July 2026
1. Subject to these offer terms, you will be entitled to receive £100 of Trading Credits (the “Offer”) from Interactive Investor Services Limited (“ii”, “us”, “we” or “our”) if you are not an existing customer of ii on or before 30 April 2026, and you open an ii individual Trading Account (“ii individual Trading Account”) and/or an ii Stocks and Shares ISA (“ii ISA”) as your first account between 1 May 2026 and 31 July 2026 (inclusive) (the “Offer Period”).
2. You must not be an existing customer of ii.
3. You must be over 18 and a UK resident to be eligible for the Offer.
4. Upon opening your ii individual Trading Account and/or ii ISA, you will be placed on to our Core Price Plan (fees as set out in Our Charges on our website).
5. If your aggregate ii account balance between your ii ISA and ii individual Trading Account (as applicable) exceeds the portfolio limit of £100,000 at any time, you will be transitioned onto ii’s Plus Price Plan (fees as set out in Our Charges on our website) in accordance with the Core Price Plan criteria published on our website.
6. Provided you meet the eligibility criteria set out in these terms, £100 of Trading Credits will be applied to your account within five (5) working days of your account being opened.
7. There is no minimum deposit required.
8. You are entitled to a maximum of £100 of Trading Credits in connection with the Offer.
9. The £100 of Trading Credits will be available for use until midnight on 31 December 2026 (the “Expiry Date”). Any unused Trading Credit at this time will expire.
10. There is no alternative to the Offer.
11. Trading Credits can be used to offset commission for all real time trades; to buy or sell shares, funds, bonds, gilts, ETFs and for automated trades such as dividend reinvestments. Trading Credits cannot be used to offset the additional charges for extended settlement or telephone trades.
12. For the avoidance of any doubt, Trading Credits cannot be used within an ii Managed ISA.
13. For the avoidance of any doubt, any orders placed before the Expiry Date will not be eligible for Trading Credits if they are executed after the Expiry Date. Please bear in mind that fund orders are generally executed a few days after you submit your order.
14. All other rates and charges are not subject to this Offer and shall continue to apply. You will be charged for all open accounts in accordance with our standard rates and charges. Any Trading Credits you receive pursuant to this Offer will be in addition to any Trading Credits you receive pursuant to your ii price plan.
15. By participating in the Offer you agree that ii will not be liable for any costs, expenses, loss or damage sustained or incurred with regards to the Offer.
16. Anyone who is seen to be abusing the Offer may be excluded at ii’s absolute discretion.
17. We reserve the right to alter, withdraw or amend this Offer and/or these terms and conditions at any time without prior notice.
18. All participants to this Offer agree to be bound by these terms and conditions.
19. These terms must be read in conjunction with the relevant ii Terms of Service and ISA Terms where applicable. In the event of any conflict between these terms and the relevant ii Terms of Service and/or ISA Terms, these Offer terms shall prevail.
20. These Offer terms are governed by English law.
21. Interactive Investor Services Limited is the promoter of this Offer. Its registered office is at 201 Deansgate, Manchester, England, M3 3NW.