J.P.Morgan > H Lansdown

AndyPK

Hi

I have some sort of investment with JPM (once a pep I think?) and am being forced to move it out before August.

The easy option they recommend is Hargreaves Lansdown, but where would :money: recommend I move it to?

What are the other options out there I can consider?

It's a shame as JPM have been doing a good job in recent years with the investment increasing nicely. (though there were a lot of poor years early on)


Thanks. Not sure where to start on this one


EDIT: It appears to be a S&S ISA

AnotherJoe

What are the investments in it? How much are they worth?

Search for "snowmans spreadsheet" which lets you compare ISA providers.

Chino

AndyPK wrote: »

I have some sort of investment with JPM (once a pep I think?) and am being forced to move it out before August.

The easy option they recommend is Hargreaves Lansdown

That's interesting because J.P. Morgan Asset Management is similarly ceasing to offer ISA and investment accounts from the end of September and is offering transfers to The Share Centre as the automatic/default option.

As I have other holdings with Hargreaves Lansdown I am considering transferring my JPMAM holdings to HL. HL certainly isn't the cheapest out there but I'm hoping you get what you pay for!

IvanOpinion

Hereis an article I book marked a couple of weeks ago that might help. Note the II charges are currently being changed to a monthly subscription starting at £9.99 per month.

https://www.thisismoney.co.uk/money/diyinvesting/article-1718291/Pick-best-cheapest-investment-Isa-platform.html

And another much older article from my bookmarks (nice colour coded chart - but check prices)
https://www.moneyobserver.com/our-analysis/which-isa-platform-should-you-pick-we-compare-different-brokers

DrSyn

These of any help?

https://www.moneysavingexpert.com/savings/stocks-shares-isas/

https://drive.google.com/file/d/1xigSeNhVJ2Dyj2woVuglXLapzSo0Id4j/view

https://forums.moneysavingexpert.com/discussion/5583030/coolly-comparing-investment-platform-charges-snowmans-spreadsheet#topofpage

https://monevator.com/find-the-best-online-broker/

https://monevator.com/compare-uk-cheapest-online-brokers/

http://www.comparefundplatforms.com/

AndyPK

AnotherJoe wrote: »

What are the investments in it? How much are they worth?

JPM Global Unconstrained equity fund A accumulation
JPM UK Equity Growth Fund A Accumulation

£6K each.

Says Stocks and Shares ISA

AnotherJoe

Ok so teh first question is, do you want to have those exact two funds in which case you need to find a platform that has them, or will you switch to other funds anyway in which case it doesn't matter to much

AndyPK

I would like to keep one of them, as it's doing well.




I better look at Cavendish Online and see if they do those

AndyPK

AndyPK wrote: »

JPM Global Unconstrained equity fund A accumulation
JPM UK Equity Growth Fund A Accumulation


Says Stocks and Shares ISA

Hi, Maybe someone can help.

Looking on Cavendishonline, they don't seam to do these? only C.

Does that mean they are no longer available do you think?

Can I transfer them?

george4064

AndyPK wrote: »

Hi, Maybe someone can help.

Looking on Cavendishonline, they don't seam to do these? only C.

Does that mean they are no longer available do you think?

Can I transfer them?

You can still transfer them, but as part of the transfer the units will be converted into the share class that your new platform units. For example, if you transfer them to Cavendish Online they will convert the units to the ‘C share class’.

Note that the charges may be different (higher or lower!), but remember to look at the whole picture including platform charge.

AndyPK

Damm I only have till 27 June for a new place to request transfer in.

Maybe I should let HL sort it. I guess they will choose investments of their own choice

or

https://www.cavendishonline.co.uk/transfer-your-investment