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Transfer Vanguard funds to a fixed fee platform

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  • dllive
    dllive Posts: 1,331 Forumite
    Part of the Furniture 500 Posts Name Dropper I've been Money Tipped!
    Can I ask a question? If my funds were all transferred in-specie from Vanguard to iWeb, does that mean the value should be the same from the point of transfer from Vanguard to iWeb? 

    Im looking at my iWeb account and theres a £300 discrepancy and I cant tell why. 
  • Sea_Shell
    Sea_Shell Posts: 10,025 Forumite
    Tenth Anniversary 1,000 Posts Photogenic Name Dropper
    dllive said:
    Can I ask a question? If my funds were all transferred in-specie from Vanguard to iWeb, does that mean the value should be the same from the point of transfer from Vanguard to iWeb? 

    Im looking at my iWeb account and theres a £300 discrepancy and I cant tell why. 

    Did the correct number of UNITS transfer?

    The price may have fluctuated, but you should still have the same number of units.
    How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)
  • Sea_Shell
    Sea_Shell Posts: 10,025 Forumite
    Tenth Anniversary 1,000 Posts Photogenic Name Dropper
    Sea_Shell said:
    Sea_Shell said:
    After 25 mins on the phone to iWeb, they have agreed to abort the rest of the transfer.

    Apparently this should happen quickly, as it's on a central electronic database.

    Will check Fidelity later.

    Block still there this morning.       

    Is aborting a partial S&S ISA transfer actually a THING?     Have they promised to do something that is actually do-able?

    EG, various ISA tax years, split between two funds.  One fund moves and one doesn't.



    Still no movement and the Fidelity block still in place.    >:)

    More phone calls later, to chivvy them all along.   



    How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)
  • Sea_Shell
    Sea_Shell Posts: 10,025 Forumite
    Tenth Anniversary 1,000 Posts Photogenic Name Dropper
    DH hasn't rung yet...however, in the meantime...

    We have both now got random "pending" transactions on our Fidelity ISA accounts saying "income received" with zero value.

    I've never seen a transaction called that before.

    Any ideas anyone?
    How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)
  • Sea_Shell
    Sea_Shell Posts: 10,025 Forumite
    Tenth Anniversary 1,000 Posts Photogenic Name Dropper
    It's all a bit of a mess.

    Having spoken to Fidelity they don't seem to know what's going on and have apparently written to iWeb.

    (iWeb had made it sound so straight forward, but it's not proving to be.)

    They've promised DH a call back.

    Block still in place.
    How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)
  • Sea_Shell
    Sea_Shell Posts: 10,025 Forumite
    Tenth Anniversary 1,000 Posts Photogenic Name Dropper
    Update here ...

    https://forums.moneysavingexpert.com/discussion/comment/79957536/#Comment_79957536


    Back to square one.   But at least we haven't lost anything.
    How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)
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