We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
transfer funds held in peps
snooping_around
Posts: 125 Forumite
...........
0
Comments
-
You cannot transfer into your name. He would have to sell the funds and give you the money. Is there a reason why he doesn't want to keep them?
1.5% is high for a tracker but not for a managed fund.Remember the saying: if it looks too good to be true it almost certainly is.0 -
...........0
-
The PEPs are now S&S ISAs. He could transfer them to another manager, and follow your recommendations as to what funds to invest in. That way the tax-free benefits are kept.Eco Miser
Saving money for well over half a century0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.1K Banking & Borrowing
- 253.5K Reduce Debt & Boost Income
- 454.2K Spending & Discounts
- 245.1K Work, Benefits & Business
- 600.7K Mortgages, Homes & Bills
- 177.4K Life & Family
- 258.9K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.2K Discuss & Feedback
- 37.6K Read-Only Boards