Pension switching incentives

Alexland

ex-pat_scot said:

The Fidelity seems to have a good, but curiously-stepped arrangement

I Rather suspect that there's no immediate rush - perhaps a revisit in the New Year. Keen to take advantage though.

Fidelity have been running a generous transfer offer several times a year for at least 6 years probably longer.

artyboy

So.... coming back to the HL 'invitation only' offer... this is very interesting....

Because I'd signed up to the offer anyway through the link that @michaels posted, and got a positive confirmation back, I sent a message to them asking if I could still be eligible, despite the specific T&Cs referring to needing to be invited AND already have a SIPP open...

And I have an unequivocal confirmation back that I will be eligible because they are running a parallel promotion for anyone opening a new SIPP!

Now obviously I am not recommending anyone else goes down this route on my say so. But I'm going to go for it anyway. I need to move some money, and the fees will be less in ETFs with HL than where it's right now, so no real risk. Let's see how it goes.