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Considering partial transfer of uncrystalised employer pension to Interactive Investor

Pat38493 · 2025-01-04 15:28:28

I have an II pension in 100% drawdown, with about £160K in it, and an Aegon pension which is my employer pension but it's basically a SIPP that the employer pays into, currently worth about £64K. I am looking to decide whether to do a partial transfer again to save charges. I have not triggered MPAA - only taken TFC from…

Comments

AlanP_2 Posts: 3,521 Forumite

5 January at 10:00PM

I'd take another look at your costs with both providers.

Presumably the Aegon 0.22% is all in, platform & funds whilst the ii fixed cost of £12.99 is for platform with funds internally charged.

Apologies if I'm wrong.

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