To internally transfer cash on the platform you will first need to navigate to the relevant client’s account and select Internal movement in the account menu.

Here you can select the source and destination accounts, you can instruct an auto disinvestment if required, and you can select how to invest the funds.

You can transfer cash between pretty much all account types on platform. The only exception to this is transferring cash between SIPP Drawdown accounts that belong to different groups. See here for more details on this.

If you want to move the full value of one account into another, you must first sell the entire account to cash using the Sell tool in account actions and complete a 100% sell-down. 

Selling by value on the platform is capped at 80% of the account’s value, and selling by units includes a 10% buffer, meaning you can only sell up to 90% of the value that way.