Do the changes affect how I submit a transfer?

Most of the changes relate to how you track and manage a transfer after it has been submitted. We’ve also improved the transfer-in journey to support more transfers being processed straight through. When submitting a Cash ISA transfer from a UK bank or building society, you’ll be asked to provide the sort code and account number.

We’ve also changed how Transfer Authority Forms are generated. A Transfer Authority Form will no longer be produced when you create a Quick Quote, as the Quick Quote journey does not capture all the information needed to produce a complete transfer authority. This helps reduce the risk of forms being rejected and transfers being delayed.

For a transfer application, please complete the transfer journey to generate the populated Transfer Authority Form. If you're meeting with a client and need to obtain their authority before you can complete the transfer journey, you can use the manual Transfer Authority Form instead. Please complete the form in full before it is signed and submitted.