We do not offer Flexi-ISAs, meaning any funds withdrawn from your ISA will lose its ISA wrap status, and cannot be reinvested into the same ISA again.

Withdrawal instructions can be sent directly to us, or you can inform your financial adviser who will arrange the withdrawal with us.

We will require full international bank details including IBAN and BIC/SWIFT.

We do not charge a surrender penalty. The fees associated with a withdrawal can be found on the Charges Schedule.

All withdrawal documentation can be found above, or on the platform under the ‘Documents’ tab.

To instruct a withdrawal, the forms for the GIA can be found above or under the ‘Novia Global Servicing Documents’.

For SIPP and ISA products, the withdrawal forms can be found under their relevant headings.

To instruct a bulk GIA withdrawal for multiple clients, we will require:

1. A written instruction that includes the relevant bank details the payments are to be made to, that has been wet signed by an authorised signatory.
2. An excel spreadsheet including each of the client’s: full name, client ID number, product ID number, and withdrawal amount. The list will need to be in the same currency. If multiple currencies are to be instructed, we will need a separate list for each currency.

To monitor whether a withdrawal has been paid, please check the client’s transaction history. Advisers are able to view the transaction history by choosing the client in the platform, selecting the product they wish to view, then selecting transaction history at the top of the page.

Clients can view their own transaction history by logging in and choosing ‘Reports.’

If you do not see the withdrawal on the transaction history and would like to receive an update, please contact us directly.

The SIPP Transfer Out Warranty form can be found in the “Document Directory”, or under the ‘Documents’ tab on the platform, and then under ‘UK SIPP.’

This form can be signed using wet signatures or Docusign. If using Docusign, please ensure the certificate provided matches the email on file for the client.

Novia Global uses Origo if the new pension provider also uses this service the transfer can be facilitated via Origo.

To monitor whether a withdrawal has been paid, please check the client’s transaction history. Advisers are able to view the transaction history by choosing the client in the platform, selecting the product they wish to view, then selecting transaction history at the top of the page.

Clients can view their own transaction history by logging in and choosing ‘Reports.’

If you do not see the withdrawal on the transaction history and would like to receive an update, please contact us directly.

For information regarding a SIPP payment or client tax code, please email us at [email protected]

The SIPP Regular Income Drawdown form can be found in the “Document Directory”, or under the ‘Documents’ tab on the platform, and then under ‘UK SIPP.’

Please note that regular SIPP income payments are made during payroll period which runs from the 6th calendar day of the month and ends of the 9th working day of the month.

We must receive a complete and acceptable instruction by the last working day of the month if the instruction is to commence during the following payroll.

You can contact us via email on [email protected] or telephone +44 (0) 1225 517 517.