ISA/SIPP transfers: Get a tax-year end bonus of up to £4,000

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Originally published at: ISA/SIPP transfers: Get a tax-year end bonus of up to £4,000 – InvestEngine Insights

It’s bonus time – the end of the tax year is approaching, and we want to give investors a reason to celebrate. 

So, between now and the end of May 2025, if you’re new to InvestEngine, open and fund an account  or transfer an ISA or SIPP to InvestEngine, and you could get a bonus of up to £4,000! 

There’s good news for existing customers too. If you transfer an existing ISA to us or top up your SIPP, you’ll also qualify for a bonus.

Capital at risk. T&Cs apply. 

Here’s everything you need to know:

How does it work? 

  1. Register to receive your bonus here
  2. Invest in or transfer to an InvestEngine account to qualify for your bonus
  3. We’ll aim to add the cash to your account between 16 June and 4 July, 2025
  4. You’ll have to remain invested for at least 12 months to keep your bonus.

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Who qualifies for the bonus? 

Both new and existing InvestEngine customers are eligible for the end of tax-year bonus. There are, however, slightly different requirements for both. 

New customers: ISA and SIPP top-ups and ISA transfers qualify for the bonus

Existing customers: SIPP top-ups and ISA transfers qualify, but ISA top-ups do not

When does it start? 

You can register for your bonus and start investing right away. Between now and the end of May, any eligible top-ups or transfers will count towards it. 

To qualify, you must invest or transfer before the end of May.  

At InvestEngine, we think the end of the year deserves a celebration. This is especially true at the end of the tax year! 

Important information

Capital at risk. The value of your portfolio with InvestEngine can go down as well as up and you may get back less than you invest. ETF costs also apply.

This communication is provided for general information only and should not be construed as advice. If in doubt you may wish to consult a professional adviser for guidance.

Tax treatment depends on personal circumstances and is subject to change, and past performance is not a reliable indicator of future returns.

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I am a new customer to IE (29 Dec 2024) and my ISA transfer in is almost complete apparently. I did not get any sort of bonus when I signed up. Am I eligible for this and any other bonuses?

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Does a SIPP transfer from Vanguard into my existing IE SIPP count as a top up? Thanks.

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Is the image with bonus in the first post right?

This is different from the T&C page.

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Apologies, our system pulled through a previous version from the blog post. I have amended the table and it’s now in line with our other comms!

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Hello, I’m afraid that SIPP transfers will not qualify for the bonus

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Hi @ForkHandles and welcome to InvestEngine! Unfortunately, the current bonus has only just launched, so your December transfer wouldn’t qualify. The other way to qualify would have been to sign up using the referral link from a friend or family member who is already an InvestEngine customer. However, if you’re an existing ISA customer and transfer an ISA to InvestEngine during the promotional period you will be eligible for a bonus for that transaction. Hope that helps!

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Is this for real? I opened IE accounts as new customer for me and my partner in Feb. Our ISA transfers are both almost completed (funds are already in IE pending settlement).

Are we seriously not considered for the promotion? This is outrageous if this is the case. This would force me to transfer them out to Vanguard and then back in again, just for the nonsense requirement.

We’re talking £450 reward lost here.

Can you confirm this please?

The terms say clearly you have to register with the form within the promotional period, but it’s not clear that the transfer does as well.

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@axdr
Morning :grinning: :wave:,
Probably best to contact IE CS directly with all relevant account details.

2 Likes
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Just to echo what @Pinch has said - your best bet is to contact our lovely customer service team on support@investengine.com, as they have access to your account details, and can take a look.

The transfer bonuses are a promotion launched to coincide with the end of this tax year, and the beginning of the next, it’s not something that runs all year round.

Our friends and family referral programme does - but this is separate. But you’re eligible for both if you joined and then made your transfer within the promotion period!

1 Like
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Got it, thanks. I’ve already sent an email and waiting for a reply. Still it’s quite frustrating for transfers that just happened right outside the dates.

Also, as I said, the terms are not that clear in this regard.

Edit:

Reply from CS:

We have double-checked with our team, and as outlined in our Terms and Conditions:
“We reserve the right to disqualify bonuses, rewards, or any promotional amounts earned through fraudulent, illegal, or abusive methods.”
Unfortunately, transferring your ISA out and then transferring it back in again will not alter the eligibility for the promotion. Additionally, please note that the process may extend beyond the promotional period, and transferring the ISA multiple times could impact the value of the transfer.

Transfer out/in isn’t fraudulent or illegal.

This is such a great way of punishing existing customers that trusted your brand without any incentive, and instead making them lose their trust in a single swoop.

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Hi I have just opened an isa on the 6th march and have added the minimum initial funding amount, will i qualify for this tax year end bonus by topping up my isa or will i need to do a transfer to qualify for it
Thanks

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Hi @Juliet it depends on whether you’re a new InvestEngine customer. If you are, topping up counts. If not, it needs to be a transfer. Hope that helps - but if you’ve got any other questions or need help, drop our amazing customer service team a line on support@investengine.com !