Pension switching incentives

squirrelpie

Maybe it knows I, and the other people who can't see it, haven't got any pensions they want to transfer to HL?

DRS1

vacheron said:

Doesn't show for me, logged in, or logged out on Chrome. 

It also doesn't show for my wife, logged in or out on Edge.

I had a £1500 incentive last year, she has never had one, both get the same screen:

Yes That is what I get.  Of course I have just checked my Active Savings!

DRS1

squirrelpie said:

Maybe it knows I, and the other people who can't see it, haven't got any pensions they want to transfer to HL?

Perhaps.  I did use their annuity quote tool earlier in the year.

FIREDreamer

DRS1 said:

vacheron said:

Doesn't show for me, logged in, or logged out on Chrome. 

It also doesn't show for my wife, logged in or out on Edge.

I had a £1500 incentive last year, she has never had one, both get the same screen:

Yes That is what I get.  Of course I have just checked my Active Savings!

How about this?

https://www.hl.co.uk/features/register-cashback-pc

michaels

Terms of the Pension Transfer Cashback Offer (17 October 2024 – 10 January 2025) – SIPP and Drawdown Pension Transfers 1. Subject to these terms and conditions, if you have been invited to take part in the Transfers Cashback Offer (October 2024 – January 2025) (the “Offer”),

From T&Cs, my bold

granta

michaels said:

Terms of the Pension Transfer Cashback Offer (17 October 2024 – 10 January 2025) – SIPP and Drawdown Pension Transfers 1. Subject to these terms and conditions, if you have been invited to take part in the Transfers Cashback Offer (October 2024 – January 2025) (the “Offer”),

From T&Cs, my bold

I didn't receive any invitation communication but I guess the fact it's visible to me is an invitation of sorts!

squirrelpie

granta said:

michaels said:

Terms of the Pension Transfer Cashback Offer (17 October 2024 – 10 January 2025) – SIPP and Drawdown Pension Transfers 1. Subject to these terms and conditions, if you have been invited to take part in the Transfers Cashback Offer (October 2024 – January 2025) (the “Offer”),

From T&Cs, my bold

I didn't receive any invitation communication but I guess the fact it's visible to me is an invitation of sorts!

Afraid not, it says in the T&C:

3. To be eligible for the Offer, you must:

• have received a communication from Hargreaves Lansdown inviting you to the offer;

artyboy

squirrelpie said:

granta said:

michaels said:

Terms of the Pension Transfer Cashback Offer (17 October 2024 – 10 January 2025) – SIPP and Drawdown Pension Transfers 1. Subject to these terms and conditions, if you have been invited to take part in the Transfers Cashback Offer (October 2024 – January 2025) (the “Offer”),

From T&Cs, my bold

I didn't receive any invitation communication but I guess the fact it's visible to me is an invitation of sorts!

Afraid not, it says in the T&C:

3. To be eligible for the Offer, you must:

• have received a communication from Hargreaves Lansdown inviting you to the offer;

Well I'm not surprised that I never got a mail, they'd have to be daft not to have seen that Mrs Arty and I have already rinsed them for close to £10k in bonuses over the last 2 years. 

If it weren't for the fact that the payout wasn't until the end of 2025, I might just have been tempted to lob another £25k in for the £350 bonus, but as I'm not invited, it's a moot point anyway. 

Latest one for me is Moneyfarm... yeah I know, roboinvesting and not that cheap, but £740 from Quidco for a £30k transfer, and I was happy to give it a punt for a year...

granta

squirrelpie said:

granta said:

michaels said:

Terms of the Pension Transfer Cashback Offer (17 October 2024 – 10 January 2025) – SIPP and Drawdown Pension Transfers 1. Subject to these terms and conditions, if you have been invited to take part in the Transfers Cashback Offer (October 2024 – January 2025) (the “Offer”),

From T&Cs, my bold

I didn't receive any invitation communication but I guess the fact it's visible to me is an invitation of sorts!

Afraid not, it says in the T&C:

3. To be eligible for the Offer, you must:

• have received a communication from Hargreaves Lansdown inviting you to the offer;

I don't plan to make use of the offer but I think they'd be hard pressed to refuse it to me when a button by my personal home page where it shows my Portfolio summary is inviting me to register and move more of my pensions over to them. But not one I'll be testing out

Albermarle

granta said:

squirrelpie said:

granta said:

michaels said:

Terms of the Pension Transfer Cashback Offer (17 October 2024 – 10 January 2025) – SIPP and Drawdown Pension Transfers 1. Subject to these terms and conditions, if you have been invited to take part in the Transfers Cashback Offer (October 2024 – January 2025) (the “Offer”),

From T&Cs, my bold

I didn't receive any invitation communication but I guess the fact it's visible to me is an invitation of sorts!

Afraid not, it says in the T&C:

3. To be eligible for the Offer, you must:

• have received a communication from Hargreaves Lansdown inviting you to the offer;

I don't plan to make use of the offer but I think they'd be hard pressed to refuse it to me when a button by my personal home page where it shows my Portfolio summary is inviting me to register and move more of my pensions over to them. But not one I'll be testing out

As with previous offers you have to register an interest in advance. Presumably at this point you would find out for sure if you were eligible or not.