1 November 2026 – 30 November 2026
1. Subject to these offer terms, you will be entitled to receive a cashback payment from Interactive Investor Services Limited (“ii”, “us”, “we” or “our”) if you meet all of the following conditions:
i. you are an existing customer of ii on or before 31 October 2026;
ii. between 1 November 2026 and 30 November 2026 (the “Offer Period”), you open a new ii Personal Pension (“ii Personal Pension”) to your account; and
iii. you meet the Qualifying Criteria (as defined below).
For the avoidance of doubt, adding a Managed Portfolio to an existing ii Personal Pension held before the Offer Period does not count as a new ii Personal Pension.
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 a new ii Personal Pension (“Qualifying Contribution”); or
iii. you do a combination of (2.i) and (2.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, if you do not already have one, within six months of the end of the Offer Period.
together being the “Qualifying Criteria”.
3. Cashback payments are calculated on an aggregate basis in accordance with the table below, based on the combined value of all Qualifying Transfers and Qualifying Contributions, made into new ii Personal Pension.
| Aggregate funding amount | Cashback |
|---|---|
| £0 - £19.999.99 | £0 |
| £20,000 - £49,999.99 | £100 |
| £50,000 - £99,999.99 | £150 |
| £100,000 - £249,999.99 | £250 |
| £250,000 - £499,999.99 | £500 |
| £500,000 - £999,999.99 | £750 |
| £1,000,000 - £1,999,999.99 | £1,000 |
| £2,000,000 - £2,999,999.99 | £2,500 |
| £3,000,000+ | £5,000 |
4. To claim the Offer, you must visit the SIPP offer page, and if stated on the page, register for the offer following the registration process outlined. For the avoidance of doubt, if there is no registration feature shown on the page, the offer will be applied automatically providing all Qualifying Criteria is met.
5. 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.
6. 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.
7. You must be over 18 and a UK resident to be eligible for the offer.
8. You must be living at a UK residential address at the time of meeting the Qualifying Criteria.
9. We will only pay cashback into an ii Trading Account. 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.
10. Your ongoing entitlement to any cashback received is subject to you keeping your ii Qualifying Account(s) 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 Qualifying Account(s) is closed or any Qualifying Transfers and/or Qualifying Contributions are withdrawn and/or transferred out prior to the expiry of the Minimum Term.
11. Please note that the relevant product or account terms of service will apply to any such transfer or withdrawal and fees as shown in our Rates & Charges may apply.
12. 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.
13. The offer is funded by ii. Any cashback you are eligible for will not be drawn from your investments.
14. Anyone who is seen to be abusing the offer may be excluded at ii’s absolute discretion.
15. ii reserves the right to amend or withdraw these terms at any time without notice.
16. These offer terms are governed by English law.
17. These terms must be read in conjunction with the relevant account or product terms of service where applicable. In the event of any conflict between these terms and the relevant account or product terms of service, these offer terms shall prevail.
18. Interactive Investor Services Limited is the promoter of this offer. ii’s registered office is at 201 Deansgate, Manchester, M3 3NW.