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.