Transfer to us

Transfer to us

Simply transfer a combined £20,000 or more, and you can benefit from a reward of between £100 and £2,500, depending on how much you transfer. SIPP transfers not included. Offer ends 30/04/2025 and you must have left your £20,000 (or more) invested until 31/10/2025. Account fees and offer terms apply. Capital at Risk.

View our offer terms

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Why Lloyds?

As a Private Banking customer, you pay no administration fee

Ask your relationship manager for your discount code.

Manage all your investments in our app

Alongside your savings, current accounts and more.

A name to trust

Since 1765, we've helped Britain prosper, providing financial confidence and peace of mind for our customers of every generation.

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser. There will normally be a charge for that advice. Tax treatment depends on individual circumstances and may change in the future.

Get cashback when you transfer to us

As long as your combined transfers are at least £20,000, you’ll receive at least £100. If you transfer more, you’ll get up to £2,500 cashback (see table below). When you transfer your investments to Lloyds, you can see all of your accounts in one place. Remember, as a Private Banking customer you pay no administration charge, no matter the portfolio size.

This is a table showing possible cashback reward amounts when transferred

Min

Max

Reward

Min

£20,000

Max

£49,999

Reward

£100

Min

£50,000

Max

£99,999

Reward

£300

Min

£100,000

Max

£249,999

Reward

£750

Min

£250,000

Max

£499,999

Reward

£1,000

Min

£500,000

Max

£749,999

Reward

£1,250

Min

£750,000

Max

£999,999

Reward

£1,500

Min

£1,000,000

Max

-

Reward

£2,500

Ready to transfer your investments?

Transfer your investments in three easy steps

  1. Log in to your account or open an account if you haven’t already got one.
    Make sure to contact your relationship manager who will provide you with a discount code to remove our account fees.
  2. Select “Transfers” once you’ve signed in and select the type of transfer form you’d like to start.
  3. Complete the relevant form to initiate a transfer or send us your share certificates by midnight 30/04/2025.
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Invest for less

Learn how you could make your money work harder for you and your family with our special share dealing rates for Private Banking customers, letting you keep more of your returns.

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Terms and Conditions

1. Eligibility

  • This offer only applies to [new and existing] Private Banking (including Affinity) and Mayfair Banking Customers who have or open a Lloyds Bank Share Dealing account or ISA.
  • You’ll receive cashback on the total value of all eligible transfers and certificate deposits [requested] between 1 November 2024 and 30 April 2025 providing the overall amount is greater than or equal to £20,000 at time of completion.
  • To qualify for the offer, you must (1) open or already have a Lloyds Bank Share Dealing Account or Stocks & Shares ISA; and (2) complete an online transfer form for each transfer. You must complete the transfer request form and click ‘Confirm’ to start a transfer by midnight on 30 April 2025. If paper forms need to be returned, these must reach us promptly after the 30 April 2025, but the online form must have been completed to the ‘Confirm’ stage.
  • You must have registered your Private Banking [or Mayfair] preferential code onto your Lloyds Bank Share Dealing account. If you have not done this, your Private Banking Relationship Manager can give you the preferential code.
  • You must maintain the transferred value on your Share Dealing account or ISA between 30 April 2025 and 31 October 2025 in order to receive cashback. Any withdrawals or transfers out will result in the cashback being paid on the new value as of 31 October 2025. If, during the offer period, your portfolio has decreased entirely as a result of share price movements you’ll still qualify for the offer.
  • For the purposes of calculating cashback, transfers and share certificate deposits across ISAs and Share Dealing accounts will be combined.
  • The cashback amount shall be calculated on the value of each transfer on completion as set out in the table above.
  • This offer does not apply to transfers to a Self-Invested Personal Pension (SIPP).

2. Eligible Transfers

  • Transfers from Share Dealing Accounts and Stocks & Shares ISAs can be from any UK provider apart from those already held within the Lloyds Banking Group (Lloyds Bank, Halifax, Bank of Scotland and IWeb).
  • Transfers from Cash ISAs can be from any UK provider.
  • Transfers from savings accounts, which are not ISAs are not eligible.
  • Workplace-related share transfers for Lloyds Banking Group colleagues are excluded.
  • Although we’ll make every effort to transfer all your stocks to our service, we regret that there may be some instances where this is not possible. We’ll let you know if this is the case.
  • We shall not be responsible for any delay by your existing provider in processing the transfer.

  3. UK Share certificates

  • If you are depositing a UK share certificate, instead of completing the online transfer form, you’ll need to complete a ‘Certificate Transfer Form’ and a ‘Crest Transfer Form’. You can find these forms in the ‘Transfers’ section of our online service. You’ll need to send us your completed forms along with your share certificate(s) by 30 April 2025
  • You can only deposit UK certificates of assets listed on the London Stock Exchange or Alternative Investment Market (AIM). We recommend you check your certificate is still valid with the relevant registrar prior to starting the transaction.

4. Additional information

  • If you meet the terms of the offer, the cashback will be due and payable on 7 November 2025 will be paid into your Share Dealing Account.
  • Please allow sufficient time to complete the application process and any transfer/funding activity.
  • In certain circumstances, for example, where we require further evidence of your identity, you may be asked to return additional documentation to support your account opening application. Please allow sufficient time to complete the application process.
  • Separate terms and conditions apply to our Share Dealing Accounts, Stocks & Shares ISAs, and SIPPs.
  • We may amend or withdraw this offer at any time.
  • Anyone we reasonably considered to be abusing this offer may be excluded at our absolute discretion.
  • The promoter of the offer is Lloyds Bank Share Dealing, Lovell Park Road, Leeds, LS1 1NS.