To move money between accounts, some processes can be completed directly within the platform, while others require transferring monies to the client’s bank account prior to paying them into the intended account.
To move monies from an individual’s GIA to their ISA on the platform, please consult the following user guide.
If a client is looking to move money into their pension from another product, the monies must be withdrawn to the client’s bank account first, then paid into the pension.
Should funds need to be moved between two different head accounts, then the money must be withdrawn to the client’s bank account, then paid into the respective account. If you require additional support completing this action, our support teams are ready to help.
Withdrawing monies to a client’s bank account and then paying back into the platform account is likely to take a few days and we suggest initiating as soon as possible to ensure that the action is completed in this tax year.