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!

Views on brining old single company PEPs together

Hi, totally new to this but hoping for views on bringing old single company PEPs together. I have one with TD Waterhouse and pay no management fee (Unilever) as over £5k but would have to pay to bring other funds into this. Share Centre has two Compass and GSK, and I can bring these together for £60 pa and they'll pay for others to be brought together. Barclays PEP with Barclays, again £60pa and will pay to bring others into their, and Equiniti another £60pa has Smiths Industries. A friend has suggested that I sell these and move into a unit trust/investment trust ISA (but having bought them part of me wants to stick with them). Total around £30k, I have other investment trusts/units trust ISAs, and LLoyds TSB shares (bought at peak around 2007) outside of ISA . I am unlikely to do much trading as don't have time so do want to just leave. Many thanks for any views. Is there a better provider to move all of them to?
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 354.9K Banking & Borrowing
  • 254.6K Reduce Debt & Boost Income
  • 455.6K Spending & Discounts
  • 247.7K Work, Benefits & Business
  • 604.7K Mortgages, Homes & Bills
  • 178.7K Life & Family
  • 262.3K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.