FAQs

Can I move cash from my EQi Flexible Stocks & Shares ISA or Dealing account into my Lifetime ISA?

Yes, you can move up to £4,000 from your EQi ISA or dealing account into your Lifetime ISA (LISA). To do so, contact us by secure message from your account, or call our Customer Experience Centre to make these arrangements. Call us on 0345 0700 720 (+44 (0) 207 015 4800 from overseas). Lines are open 08:00 to 18:00 Monday to Friday, excluding bank holidays.

If you have subscribed more than £4,000 to your ISA in the current tax year, you won’t be able to transfer part of it over. HMRC rules dictate that ISA subscriptions cannot be split between ISAs.

However, you can choose to partially transfer any subscriptions you’ve made in previous years.

Any payments from other accounts into your Lifetime ISA will count towards your £4,000 annual LISA allowance so be careful to not exceed this.

- Submitted on 29th Feb 2020

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