SIPP Providers

dunstonh

When you input the mobile phone number, type 00000 000000.   
Do be aware that two factor authentication is coming and this may well require a mobile phone if Fidelity choose text message as the option.     

ChangFai

dunstonh said:

When you input the mobile phone number, type 00000 000000.   
Do be aware that two factor authentication is coming and this may well require a mobile phone if Fidelity choose text message as the option.     

It needs to start 07, and a Fidelity Customer Service said to me the other day why don't you just put any number in there, which really surprised me that they would say such a thing.
I am loathed to try this, as I am sure the next thing there will be a text message sent to confirm it or the like.
I already have a two factor authentication, which is a passcode emailed to me.

Croeso69

ChangFai said:

dunstonh said:

When you input the mobile phone number, type 00000 000000.   
Do be aware that two factor authentication is coming and this may well require a mobile phone if Fidelity choose text message as the option.     

It needs to start 07, and a Fidelity Customer Service said to me the other day why don't you just put any number in there, which really surprised me that they would say such a thing.
I am loathed to try this, as I am sure the next thing there will be a text message sent to confirm it or the like.
I already have a two factor authentication, which is a passcode emailed to me.

Try inputting your landline number as these can accept text messages - they are read out by an automated voice.

ian16527

ChangFai said:

It seems from above that it can be done by post?

This was touched upon last week, with one of their customer service people, that I could do it by post.
But then she was not sure if not having a mobile number would once again be a problem.
So, I was loathed to go to the trouble of printing, filling in and posting, to be told again that it was a no.
I asked if I could email or upload it instead of posting and was told that was not possible, which again just baffled me.

If you ever get it opened, depending on where you are transferring in from, you  may need to get your printer working again. 
I have 2 transfers on at the minute, one with Fidelity and the other with AJ Bell. Both needed Letters of authority documents printing and sending by post, then I also had to send some to the pension companies involved.
As said previously, most companies are now moving to two step authentication with your mobile phone, so it may become a necessity to have one in the near future

ChangFai

xylophone said:

You want to transfer a pension.
https://www.fidelity.co.uk/transfer/pension/
Whether you already have a Fidelity SIPP or not, you can download the relevant form below.

It seems from above that it can be done by post?

Out of the blue, I received an application form in the post today.
And it states on the front page:
Don't Use This Form If:
You haven't yet opened your Fidelity SIPP
SIGH!

xylophone

Don't Use This Form If:
You haven't yet opened your Fidelity SIPP

Perhaps you need the specific form referenced in

https://www.fidelity.co.uk/transfer/pension/ under Transfer by Post?

Whether you already have a Fidelity SIPP or not, you can download the relevant form below.

I have had a look at the form in question - there is a box for a landline and one underneath for a mobile - why not download and complete the form, put 00000000 in the mobile box and see what happens - if you get a definite "cannot proceed" from the company you'll know where you are and can think again?

ChangFai

Have had a bit of success this morning.
Using the new business number (0800 368 6818) which is answered quickly, for the first time I got to speak to someone with an English name, who at first refused to believe my story, but then showed a lot more interest, and said she would look into it, as a mobile phone is not a requirement when opening a SIPP.
Her Manager called me back a couple of hours later to say, that a mobile phone number IS required from now on, but not if you do it by post, and that the form they have sent me was the wrong one. 
The correct one is being sent to me, and if I return to this person , he will personally make sure it goes through quickly for me.
He also said that he listened back to the 2 + weeks worth of telephone calls that I have made, is very concerned at some of the advice I have received, and my complaint about this will be treated separately.
SO ... hopefully, this is all sorted ... hopefully!
Thanks for replies 

ChangFai

He also said that he listened back to the 2 + weeks worth of telephone calls that I have made, is very concerned at some of the advice I have received, and my complaint about this will be treated separately. 

Apology and £100.