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Quick question...
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jdw2000
Posts: 418 Forumite
Is anyone please able to help me answer a quick question on my transfer form? This is pretty basic (if you know what you're doing).
I am transferring my Aegon Retiready (currently invested in BlackRock funds) over to a a Halifax SIPP. The transfer will be cash as the BlackRock fund will be sold prior to transfer.
So when the form asks the following question, should I answer 'yes' or 'no'?:
Are you going to transfer your benefits under one, or more, registered pension scheme(s) into your SIPP?
I would think the answer is 'no', as I am transferring cash. But if you answer 'yes' it then asks whether it's 'cash or specie', which is what is confusing me...
I am transferring my Aegon Retiready (currently invested in BlackRock funds) over to a a Halifax SIPP. The transfer will be cash as the BlackRock fund will be sold prior to transfer.
So when the form asks the following question, should I answer 'yes' or 'no'?:
Are you going to transfer your benefits under one, or more, registered pension scheme(s) into your SIPP?
I would think the answer is 'no', as I am transferring cash. But if you answer 'yes' it then asks whether it's 'cash or specie', which is what is confusing me...
0
Comments
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Yes and cash. Specie means non-cash things.0
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