This'll make you wince!

fronty

It's with SL using their Wrap platform. I've opened a SIPP with II, it's currently empty, but when I submit the transfer request I'm assuming II will contact SL, who will probably contact my IFA, then I'm guessing I'll have to authorise the transfer. I'll probably have to write him a "Dear John..." letter (actually his name is John too)....

westv

N

fronty wrote: »

It's with SL using their Wrap platform. I've opened a SIPP with II, it's currently empty, but when I submit the transfer request I'm assuming II will contact SL, who will probably contact my IFA, then I'm guessing I'll have to authorise the transfer. I'll probably have to write him a "Dear John..." letter (actually his name is John too)....

Dear John,
You're too dear John

:D

fronty

westv wrote: »

N
Dear John,
You're too dear John

:D

:rotfl: :rotfl: :rotfl:

elantan

fronty wrote: »

It's with SL using their Wrap platform. I've opened a SIPP with II, it's currently empty, but when I submit the transfer request I'm assuming II will contact SL, who will probably contact my IFA, then I'm guessing I'll have to authorise the transfer. I'll probably have to write him a "Dear John..." letter (actually his name is John too)....

Thanks, I'm thinking we will need to do the same, the fees are getting beyond a joke and we ain't making anything, last year we lost money, I think maybe just sorting it into a VLS or something might be a better option

fronty

elantan wrote: »

Thanks, I'm thinking we will need to do the same, the fees are getting beyond a joke and we ain't making anything, last year we lost money, I think maybe just sorting it into a VLS or something might be a better option

Yep, I feel the same way, I've been looking at the Vanguard Target Retirement funds tonight, I think I just need to crack on and complete the transfer form, get the cash across into my new II SIPP and take things from there.

fronty

Transfer form submitted and "Dear John" email sent!