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SIPP transfer out from Vanguard SIPP - quick question
granta
Posts: 634 Forumite
Does Vanguard require a discharge form when transferring out from their pension? It's an in specie full transfer. The new provider is asking for it but I did not think Vanguard required one to be completed?
Would be grateful to hear from anyone with recent experience?
Thanks
Would be grateful to hear from anyone with recent experience?
Thanks
0
Comments
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Does Vanguard require a discharge form when transferring out from their pension?No. origo to origo requires no discharge forms.The new provider is asking for it but I did not think Vanguard required one to be completed?If the new provider doesn't use origo, then they may think Vanguard will issue one. However, most do not nowadays.
I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.1
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