We offer a Bed & ISA facility between the Collective Investment Account and ISA and a Bed & Pension facility between the Collective Investment Account or ISA into the Collective Retirement Account.
Advisers can carry out Bed & ISA top-ups completely online. It replaces the need for a form, making moving money between the tax wrappers completely paper free.
For more information on the online Customer Centre, please see the answer to
question 'Can my clients get online access to the platform?'.