You can normally choose between transferring all the investments with your current provider, or only some of them. This will leave your existing account open. Please note that some providers may not allow partial transfers, this includes the need for current year ISA subscriptions to be transferred in full to a new provider. If we can't do a partial transfer we will be in contact with you to confirm. Alternatively, you may wish to contact your provider to check their transfer terms.
If you choose to transfer part of your account, you can potentially complete a telephone transfer with our helpdesk on 0117 906 7816 for ISA and General Investment Accounts. For any queries relating to partial pension transfers, please contact our Pensions Helpdesk on 0117 980 9926. If not we’ll ask you to complete a paper form rather than transferring online.