Anyone have a successful S&S ISA transfer VG to T212?

šŸ¤ Help
1

Heya, has anyone here successfully managed to transfer their S&S isa from Vanguard to T212? And how long did it take?

I first requested the transfer almost 3 months ago, and made the last change almost 2 months ago (because they couldnā€™t transfer my ETF in-specie). VG said they were waiting for the ā€œassets to be settledā€ but that was almost a month ago. Iā€™ve just messaged them again, and Iā€™ve reported a delay to T212 too. I saw that the guideline is 30 days so idk whatā€™s happening anymore (Individual Savings Accounts (ISAs): Transferring your ISA - GOV.UK).

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2

Just be careful if any cash involved. T212 donā€™t seem to understand cash may exist in your ISA, or even may turn up after you have transferred stocks etc, and they will then accuse you of exceeding your ISA allowance.

3

@TStarr itā€™s showing Cash as part of the ā€œTransfer Assetsā€ for me.. How can I exceed my limit if everything is already in the ISA wrapper? Iā€™m not putting any new money in

4

I know, but you try telling that to T212. Their communication with other brokers seems terrible, and their responses stubbornly incorrect. I tried to 2 different brokers at same time, and they cant get heads round 2 Cash sorces and several transfers as divis slowly come in.

5

Apologies for the delay. We followed up with Vanguard last Thursday, but we havenā€™t received the shares yet. Weā€™re keeping an eye on your case and will update you as soon as thereā€™s progress.

In the meantime, if you have any questions, feel free to reach out to me here. Always happy to help :folded_hands:

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6

It took me about 1 week.

7

I transfered cash ISA from Halifax took 3 weeks

8

Transferred S&S ISA partial in specie from iWeb to T212, it took 7 working days,
It was only shares, not ETFs.

9

Iā€™ve been waiting for my Vanguard S&S ISA transfer for exactly 3 weeks now. My transfer is stuck on ā€˜contacting providerā€™ā€¦ Vanguard confirmed that they have provided T212 with a valuation of my portfolio of 5 ETFs. At this stage Iā€™m just curious if this transfer would happen at all ā€¦

10

Donā€™t let Vanguard lie to you. I transferred away from them 3 months ago and theyā€™ve been holding a portion of the cash ever since.

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11

@valalex, weā€™ve just sent you an update via email. Please check your inbox.

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12

So I have to post here again as I havenā€™t received any updates on my ISA transfer for 3 weeks now and no one is replying to my emailsā€¦ According to Vanguard the settlement was on the 5th June. I have no idea whatā€™s happening with my transfer, it seems that Iā€™m being ignored by both T212 and Vanguard and I have not been able to access my assets for more than a month now. Any news would be much appreciated! :folded_hands:

13

I made 2 transfers since January 2025 one from iWeb to T212 and one from T212 to HL. Both finished in about 2-3 weeks from start to end.

Iā€™m in the process to make a 3rd transfer, from iWeb to T212 again, and I am in the first week of it, still waiting to Contacting Provider stage.

14

@valalex - our team is reviewing the transfer as we speak, and an update will be shared shortly :folded_hands:

@JonSnow - I reached out via DM to gather more info and assist you as well

15

Thank you so much @Veselin.V ! Just received another generic message from Vanguard thanking me for my patience (and for keep paying them Ā£4 monthly fee) and informing me that the completion date has been postponed once againā€¦ I have sent the info to your email. Thanks again guys and sorry for the drama!

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