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SL stakeholder WP funds

cheggers
cheggers Posts: 685 Forumite
in Pensions, annuities & retirement planning
Has anyone else who's got a SL Stakeholder and invests in there WP funds now they have there shares, moving there money out of the WP funds into the other funds?

The WP fund does not seem to every move the units have been at 116 to 117 for ages.

Thinking about moving my money into there Stakeholder Japanese, US Equity Tracker, Global Equity 50.50 tracker funds.

Comments

  • EdInvestor
    EdInvestor Posts: 15,749 Forumite
    Cheggers

    Please report the MVA level they charge if you move.
    Trying to keep it simple...;)
  • cheggers
    cheggers Posts: 685 Forumite
    EdInvestor wrote:
    Cheggers

    Please report the MVA level they charge if you move.

    I've phoned up, there is not a charge for switching between funds in the stakeholder.
  • EdInvestor
    EdInvestor Posts: 15,749 Forumite
    Oops, I'd forgotten that the SL stakeholder WP fund has no guarantees.
    Trying to keep it simple...;)
  • dunstonh
    dunstonh Posts: 121,241 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    no charge for switching funds but MVRs can still be levied if required,
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
This discussion has been closed.
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