Interactive Investor

SIPP & ISA cashback offers

Transfer your pension or ISA to us by 30 June and you could get cashback. See terms below.

Cashback offers now on

SIPP cashback offer

Transfer at least £10,000 across one or more pensions by 30 June to claim up to £2,000 cashback.

Simply open an account to get started. You can add a SIPP to your plan if you're an existing customer, or if you already have a SIPP with us you can simply instruct a transfer.

Terms apply.

ii SIPP cashback offer v2

Please remember, SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial advisor before making any decisions. Pension and tax rules depend on your circumstances and may change in future.

Qualifying transfer values

Multiple transfers count towards your qualifying value. Upon completion of your transfer(s), we'll pay your cashback in one of two ways:

  • Customers on our Pension Builder plan will be paid into their nominated bank account.
  • Existing customers on all other plans will be paid into their Trading Account.
Transfer valueCashback amount
£10,000 - £24,999.99£100
£25,000 - £99,999.99£200
£100,000 - £999,999.99£500
£1,000,000 - £1,999,999.99£1,000
£2,000,000+£2,000

How does a pension transfer to ii work?

You will need your National Insurance number and details of the pension(s) you want to transfer.

Follow our SIPP transfer step-by-step guide (PDF).

You can find more information on our Transfer my pension page.

1

Open an ii SIPP account

It only takes a few minutes. Existing customers simply need to add a SIPP to their account.

2

Start your transfer online

You can do this while opening an account - or you can log in and transfer at any time.

3

We'll take it from there

We’ll work with your current provider(s) and provide you with regular progress updates.

Things to consider before you transfer

Please check that you won’t lose any safeguarded benefits if you transfer. This could include guaranteed annuity rates or lower protected pension age than the Normal Minimum Pension Age (rising from 55 to 57 in 2028). Please also check any transfer-out fees.

Please note that if you plan to hold both drawdown and non-drawdown pots in your ii SIPP, you cannot allocate specific investments to each pot separately. This means that the value of each pot will change in line with the overall performance of all the investments held in your SIPP. 

ISA cashback offer

New customers who open an ISA and transfer £10,000 or more before 30 June will receive a £100 cashback payment.

Once the transfer is complete, we'll pay your cashback into a Trading Account which can be added for free alongside your ISA.

Simply open an ISA to get started. Terms apply.

Important information - investment value can go up or down and you could get back less than you invest. If you're in any doubt about the suitability of a Stocks & Shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice.

How does an ISA transfer to ii work?

You will need the account details for the ISAs you want to transfer. Read our terms for more information.

You can find more information on our Transfer an ISA page.

1

Open an ISA

If you don't already have an account with ii, then you can open an ISA to start your transfer. It only takes a few minutes to complete.

2

Start your transfer online

You can do this while opening an account - or you can log in and transfer at any time.

3

We'll take it from there

We’ll work with your current provider(s) and provide you with regular progress updates.