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!
Chain reaction of platform transfers
Comments
-
To close the loop - in the end we decided to:
1) Consolidate my HSD SIPP into my Fidelity SIPP (already switched to ETF) for £500+fees incentive
2) Move our S&S ISAs from Vanguard Investor to iWeb (funds)
3) Stay with HL for LISAs (the app is good, switching into ETFs next tax year)
4) Stay with Vanguard Investor for Junior ISAs (VTR fund, one transfering from OneFamily)
Overall that gives us total platform and trade costs of around £400 pa which is well under 0.1% of the investments. It is a concern having over £300k in one SIPP but that focuses my mind on building up the values of the other accounts (and our workplace pensions) to be comparable then it will seem less risky.
Alex0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.2K Banking & Borrowing
- 253.6K Reduce Debt & Boost Income
- 454.3K Spending & Discounts
- 245.3K Work, Benefits & Business
- 600.9K Mortgages, Homes & Bills
- 177.5K Life & Family
- 259.1K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards