How switching works
Most people don’t realise that they are allowed to switch their ISA or pension; they think they are stuck with high fees, poor returns or bad service.
The good news is that the switching process is just like switching your mobile phone network: Instead of moving from one mobile network to another, you move your portfolio from your current investment platform to a new one and start using one of our Arran investment strategies.
2
Instruct
On your instruction, your new investment platform contacts your old investment platform to request a switch on your behalf.
3
Confirm
We double-check that the switch was processed correctly, let you know and begin managing your portfolio.
We only do one thing and we do it really well:
help you make the most of your investments.
ClarityAM and Arran Investment Management are registered trade marks of Clarity Advice & Management Ltd, authorised and regulated by the Financial Conduct Authority, number 820107, registered in England and Wales, number 10058780, with a registered office at North House, 198 High Street, Tonbridge, Kent TN9 1BE.
RESOURCES
With any investment, your capital is at risk. Investments can go down as well as up.
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