If you have one or more pensions you can transfer and consolidate to take advantage of the many features of our versatile investment platform.
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How to Transfer
After reading our SIPP Key Features document and Business Terms, register and open an account online.
Print, complete and return the SIPP Application and Transfer Form(s).
On receipt of the completed forms we will contact your existing pension provider(s) to arrange for valuations, scheme details and the transfer discharge forms.
Many SIPP transfers can be organised electronically but transfer discharge forms will be sent to you to sign, complete and return to us if not. SIPP transfers are arranged in cash as standard, meaning that any assets held with the ceding service provider will be divested prior to transfer.
Once the cash has been received we will notify you.
What are the benefits of transferring?
We offer share dealing from £11.50 per trade, free fund dealing and a maximum platform charge of 0.35% per annum.
Ease of management
Take complete control over your investment strategy by managing all of your investments online in one place.
An opportunity to review poor performers
When transferring take a minute to consider your portfolio and think about investments with more potential.
Transfer and consolidate all of you existing investments under one roof minimising your paperwork and administration.
If you have any doubt as to whether transferring an existing investment is a suitable course of action, please seek professional financial advice. Please note we recommend that you check with your existing provider to see if any charges are levied for transferring to us.
Investment involves risk. You may get back less than invested.
The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.
Please contact us if you have any questions.