PEPs & ISAs

harryst

We have 7 or 8 Peps and Isas, We wish to keep them under our own control, is there a site where we can record these and they will automatically update showing individual values and total. Thanks for any help.

dunstonh

Morningstar allows you to record your portfolio.

Or you could re-register them with fidelity or another fund supermarket. That will give you access to morningstar xray (albeit a cut down version).

gibbo888

Re Register them all with a "supermarket" ie cofunds, fidelity, hargreaves lansdown.

Then you will be entitled to money back off them every year.

Also you can track them all on thier individual websites

if you only want to track and watch them update, then most finance websites offer this free service. personally i use https://www.iii.co.uk.




edit: sorry for repeating what has been said above, must type quicker!!

JEC

gibbo888 wrote:

Then you will be entitled to money back off them every year.

QUOTE]

Yeh? I've done that and I don't see any 'money back'. I do see reduced charges though - is this what you mean?

carnet

gibbo888 wrote:

Re Register them all with a "supermarket" ie cofunds, fidelity, hargreaves lansdown.

Then you will be entitled to money back off them every year.

AFAIK, of those you quote, only HL rebates some of its renewal commission on most of its funds.

JEC wrote:

Yeh? I've done that and I don't see any 'money back'. I do see reduced charges though - is this what you mean?

If you haven't invested through a discount broker who refunds all or part of their annual (renewal) commission, you are probably referring to reduced initial charges.

System

I have moved this post into the sub catagory specifically set up for ISA's and PEPs.