Ethical ISAs

Tax-efficient savings and investments from our range of ethical ISAs

Why a Triodos ISA?

Discover our ethical ISAs

Our savings ISAs

While you earn tax-free interest, your money is having a positive impact on people and planet

Our investment ISAs

Support pioneering organisations, with no income tax on your investments. Keep in mind that your money is at risk with investing

What you need to know about ISAs

Five things to know before opening an ISA

Learn more about ISAs

Paying into a Triodos ISA in the 2023/24 tax year

Top up your ISA

Transferring an existing ISA to Triodos

Savings and investments in ISAs that you’ve left ticking over with other providers could be used to finance fossil fuels or other practices that don’t align with your values.

How to transfer an existing ISA to a Triodos Stocks & Shares ISA

You can transfer some or all of an existing ISA to a Triodos Stocks & Shares ISA and invest in the Triodos Impact Investment Funds - without losing your tax-free ISA status. Remember, the benefits of ISAs depend on your circumstances and tax rules may change in future.

You can transfer from another provider, or from a Triodos Cash ISA or Innovative Finance ISA. Please check with your existing ISA provider if there are any penalties or charges for transferring out.

You can transfer in just a few simple steps.

  • Open a Triodos Stocks & Shares ISA

    Already have a Triodos Stocks & Shares ISA? Move onto step two.

    If you don’t currently have one, you'll need to apply for a Triodos Stocks & Shares ISA through the Mobile App before you can make a transfer into it.

  • Complete your transfer form

    Download the transfer form, complete it and return it to the address on the form.

    The form tells us which ISAs you want to move. If you want to transfer more than one ISA to us, please send us a separate form for each ISA you wish to transfer.

    The transfer forms are interactive so you can add your details online. However, we need an original signature, so you'll need to print and sign the form before posting it to us. 


  • We’ll transfer the cash across to your ISA

    We’ll transfer the funds directly between your ISAs and protect your tax-free ISA status.

    Do not move funds out of an ISA yourself, because your money will lose this ISA status.

    We’ll let you know when the transfer is complete. The whole process usually takes 14-30 days.

How to transfer an ISA to a Triodos cash ISA

If you already have an ISA with another provider, you can transfer some or all of it to a Triodos cash ISA, without losing your tax-free ISA status.

You can also transfer all or part of your existing Triodos cash ISA to a different Triodos ISA.

  • Open a Triodos cash ISA

    Already have a Triodos cash ISA? Move onto step two.

    You can make a transfer once your Triodos cash ISA is open, so if you don’t have a Triodos cash ISA yet, explore our range of ethical ISAs now to find the right one for you.

  • Complete your transfer form

    Download the right form below, fill it out and post it to us at:

    Freepost TRIODOS BANK

    The form tells us which ISA/s you want to move. If you want to transfer more than one, please send us a separate form for each ISA transfer.

    The transfer forms are interactive so you can add your details online. However, we need an original signature, so you'll need to print and sign the form before posting it to us. 

  • We’ll transfer the funds for you

    We’ll transfer the funds directly between your ISAs and protect your tax-free ISA status.

    Do not move funds out of an ISA yourself, because your money will lose this ISA status.

    We’ll let you know when the transfer is complete. The whole process usually takes 14-30 days, so if you want to transfer into a new Fixed Rate ISA please remember that we need to receive the transfer funds within the first 60 days.

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