Fidelity Cashback offer for transfer of ISAs, SIPPs or Investment accounts

artyboy

artyboy said:

masonic said:

Albermarle said:

masonic said:

cloud_dog said:

I see Fidelity have a new cashback offer back in play, until 10 November 2025.  Not as generous as the offer which ended in March this year but their offer(s) do include contributions as well as transfers.

I only noticed it as I was following up on why our child's SIPP service fee had reduced.  It's obviously a freebie benefit of me transferring a SIPP to them and now having more than their £250k level across the household, which is a nice feature TBH, and also removes the need for me to consider the conundrum of them continuing to pay the 0.35% fee but retaining the protected access age of 55   So, it can stay with them for now.

And there I was getting ready to transfer my SIPP to InvestEngine from HL. This looks a little too tempting to pass up. An 18 month lock-in, so only committing to £135 of platform fees (as long as they don't hike them). It doesn't look like there are any exclusions for those who have taken up an incentive before.

I note though that the offer only applies to SIPPs. In the past it also included S&S ISAs, but not this time.
You previously could reach a target figure by transferring SIPP and ISA funds and they all counted to the final total. 

Yes, though the silver lining is it leaves my S&S ISA free to use for another offer. I'm less concerned about leaving that with HL for the time being, but I wouldn't want to keep paying their monthly SIPP fee.

If you do see a decent S&S ISA transfer offer then please share, as I'm on the hunt as well!

So just coming back to this, I see that Freetrade have launched a 1% cashback offer on ISA transfers in, capped at £1000.

 https://freetrade.io/offers/2025-isa-transfer-offer#FAQs 

Not paid till October 2026, but may be a good option for anyone that did their SIPP transfer offer, because it won't add to your monthly platform fees...

I get the sense that Freetrade might be "doing an HL" to boost its AUM numbers ahead of a potential sale. 

granta

artyboy said:

artyboy said:

masonic said:

Albermarle said:

masonic said:

cloud_dog said:

I see Fidelity have a new cashback offer back in play, until 10 November 2025.  Not as generous as the offer which ended in March this year but their offer(s) do include contributions as well as transfers.

I only noticed it as I was following up on why our child's SIPP service fee had reduced.  It's obviously a freebie benefit of me transferring a SIPP to them and now having more than their £250k level across the household, which is a nice feature TBH, and also removes the need for me to consider the conundrum of them continuing to pay the 0.35% fee but retaining the protected access age of 55   So, it can stay with them for now.

And there I was getting ready to transfer my SIPP to InvestEngine from HL. This looks a little too tempting to pass up. An 18 month lock-in, so only committing to £135 of platform fees (as long as they don't hike them). It doesn't look like there are any exclusions for those who have taken up an incentive before.

I note though that the offer only applies to SIPPs. In the past it also included S&S ISAs, but not this time.
You previously could reach a target figure by transferring SIPP and ISA funds and they all counted to the final total. 

Yes, though the silver lining is it leaves my S&S ISA free to use for another offer. I'm less concerned about leaving that with HL for the time being, but I wouldn't want to keep paying their monthly SIPP fee.

If you do see a decent S&S ISA transfer offer then please share, as I'm on the hunt as well!

So just coming back to this, I see that Freetrade have launched a 1% cashback offer on ISA transfers in, capped at £1000.

 https://freetrade.io/offers/2025-isa-transfer-offer#FAQs 

Not paid till October 2026, but may be a good option for anyone that did their SIPP transfer offer, because it won't add to your monthly platform fees...

I get the sense that Freetrade might be "doing an HL" to boost its AUM numbers ahead of a potential sale. 

Shame it's only open to NEW ISA customers! Still, I made use of the recent SIPP offer which will be a decent payout when it comes.

Futuristic

artyboy said:

artyboy said:

masonic said:

Albermarle said:

masonic said:

cloud_dog said:

I see Fidelity have a new cashback offer back in play, until 10 November 2025.  Not as generous as the offer which ended in March this year but their offer(s) do include contributions as well as transfers.

I only noticed it as I was following up on why our child's SIPP service fee had reduced.  It's obviously a freebie benefit of me transferring a SIPP to them and now having more than their £250k level across the household, which is a nice feature TBH, and also removes the need for me to consider the conundrum of them continuing to pay the 0.35% fee but retaining the protected access age of 55   So, it can stay with them for now.

And there I was getting ready to transfer my SIPP to InvestEngine from HL. This looks a little too tempting to pass up. An 18 month lock-in, so only committing to £135 of platform fees (as long as they don't hike them). It doesn't look like there are any exclusions for those who have taken up an incentive before.

I note though that the offer only applies to SIPPs. In the past it also included S&S ISAs, but not this time.
You previously could reach a target figure by transferring SIPP and ISA funds and they all counted to the final total. 

Yes, though the silver lining is it leaves my S&S ISA free to use for another offer. I'm less concerned about leaving that with HL for the time being, but I wouldn't want to keep paying their monthly SIPP fee.

If you do see a decent S&S ISA transfer offer then please share, as I'm on the hunt as well!

So just coming back to this, I see that Freetrade have launched a 1% cashback offer on ISA transfers in, capped at £1000.

 https://freetrade.io/offers/2025-isa-transfer-offer#FAQs 

Not paid till October 2026, but may be a good option for anyone that did their SIPP transfer offer, because it won't add to your monthly platform fees...

I get the sense that Freetrade might be "doing an HL" to boost its AUM numbers ahead of a potential sale. 

Freetrade was acquired by IG for 9 figure sum in cash just earlier this year, I highly doubt they would sell it so quick. 

masonic

It looks like Freetrade now offers the S&S ISA in its free tier. It's a tempting offer, though I am less keen on app-only offerings for this type of account.

In other news my SIPP transfer from HL to FIdelity has just about completed after 2 weeks. Just waiting on residual cash now.

wmb194

masonic said:

It looks like Freetrade now offers the S&S ISA in its free tier. It's a tempting offer, though I am less keen on app-only offerings for this type of account.

In other news my SIPP transfer from HL to FIdelity has just about completed after 2 weeks. Just waiting on residual cash now.

It now has a web browser option available to all subscription tiers - notice the log in button on its home page, top right.

artyboy

masonic said:

It looks like Freetrade now offers the S&S ISA in its free tier. It's a tempting offer, though I am less keen on app-only offerings for this type of account.

In other news my SIPP transfer from HL to FIdelity has just about completed after 2 weeks. Just waiting on residual cash now.

I'll be very happy if my own SIPP transfer from Freetrade to Fidelity completes within 2 weeks...  all through Origo so no reason it would take longer...