Pension switching incentives

michaels

HL have a tiered offer, £1000 for 100k+, 3000 for 500k+ and 5000 for 1m+

artyboy

michaels said:

HL have a tiered offer, £1000 for 100k+, 3000 for 500k+ and 5000 for 1m+

Can't see this mentioned anywhere on their site - do you have a link?

I have a feeling that I might not be eligible in any case as I've had 2 lots of cashback out of HL already, but you never know...

Albermarle

artyboy said:

michaels said:

HL have a tiered offer, £1000 for 100k+, 3000 for 500k+ and 5000 for 1m+

Can't see this mentioned anywhere on their site - do you have a link?

I have a feeling that I might not be eligible in any case as I've had 2 lots of cashback out of HL already, but you never know...

I think it was previously mentioned that it was by E mail invite only.

I did not receive an invite either.......

artyboy

Albermarle said:

artyboy said:

michaels said:

HL have a tiered offer, £1000 for 100k+, 3000 for 500k+ and 5000 for 1m+

Can't see this mentioned anywhere on their site - do you have a link?

I have a feeling that I might not be eligible in any case as I've had 2 lots of cashback out of HL already, but you never know...

I think it was previously mentioned that it was by E mail invite only.

I did not receive an invite either.......

Ah well if it's that one, I'm not surprised that I didn't get an email either. Although having checked, it's a year and a half since they last paid me any cashback, so maybe I'll do better next time round...

michaels

www.hl.co.uk/accounts/exclusive-cashback-offer-sipp 

Have not checked the T&C

artyboy

michaels said:

www.hl.co.uk/accounts/exclusive-cashback-offer-sipp 

Have not checked the T&C

Doesn't need much checking...

"You must be invited to sign up to this offer."

Seems pretty unequivocal to me...

hara____

Fidelity have a new offer for SIPP and ISA transfers that runs from today to 5 April https://www.fidelity.co.uk/currentoffers/

£50k minimum and various tiered amounts, including £1,000 cashback for £100k transferred.

May be worth a look if you can live with ETFs, to stay within the capped fee.

artyboy

hara____ said:

Fidelity have a new offer for SIPP and ISA transfers that runs from today to 5 April https://www.fidelity.co.uk/currentoffers/

£50k minimum and various tiered amounts, including £1,000 cashback for £100k transferred.

May be worth a look if you can live with ETFs, to stay within the capped fee.

Good spot! Looks like I can stack that on top of their previous transfer offer as well...

michaels

How do HL price - do individual shares / bonds come under their reduced fee assets as they do at AJ Bell?  Can they trade linkers online?  Thanks

Alexland

michaels said:

How do HL price - do individual shares / bonds come under their reduced fee assets as they do at AJ Bell?  Can they trade linkers online?  Thanks

Yes HL's capped fee on exchange traded assets "includes UK and overseas shares, investment trusts, exchange-traded funds, VCTs, gilts and bonds.".
https://www.hl.co.uk/pensions/sipp/charges-and-interest-rates

I don't know if you can buy ILGs online with HL but with AJ Bell I have found telephone Kill Or Fill orders best on large orders to set a price limit to eliminate the risk of me seriously overpaying. It's annoying that I can't hold ILGs in my Fidelity SIPP so I'm holing a bit of INXG to get to my overall desired asset allocation.