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Pension switching incentives

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  • artyboy
    artyboy Posts: 1,983 Forumite
    1,000 Posts Third Anniversary Name Dropper
    granta said:
    Altior said:

    Freetrade 2026 Tax year end offer

    How does this promotion work?
    1. Open your Freetrade account if you don’t have one yet.
    2. Contribute at least £10,000 (net) to your ISA and/or SIPP by 5 April 2026. You can either top up your account or transfer in from another provider. Transfers must be initiated by 5 April 2026 in order to qualify, although they may be completed at a later date.
    3. Depending on which account you are contributing to, join the relevant campaign in your Rewards Hub
    4. We’ll pay your 1% cashback by 5 December 2026.

    Cashback is capped at £5,000 per account. Any amount you withdraw or transfer out of your SIPP and/or ISA and before receiving cashback will be deducted from the amount you contributed in. This will reduce the amount of cashback you receive respectively.

    2026 Tax year end offer | Freetrade

    Rethinking my planned ISA transfer to Barclays as the 1% works out at around the same but with no fee at freetrade as my subscription is already paid up.

    Ditto, I'm cancelling both my pending Fidelity and HL transfers because this makes me 2k more overall, plus no additional fees. The only slight concern at the back of my mind is that I'll end up with about a million with what is still a relatively niche platform.

    But not as though it's going to be sitting as cash or anything. So.... kerching! What with this and eToro it's been a good day!
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