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Hargreaves Lansdown - ISA/SIPP Cashback offer returns
Comments
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InvesterJones said:tmen said:I can see Cashbacks on S&S ISA and Sipp and prize draws on Cash Isa and Lifetime ISA but can't see anything on transferring in Unit Trusts and Oeic is there no cashback on these or am I missing somethingThanks
Sorry I wasn't clear, I was looking to transfer Unit Trusts / Oeic to HL outside an ISA and Sipp and hoping to get cashback.0 -
tmen said:InvesterJones said:tmen said:I can see Cashbacks on S&S ISA and Sipp and prize draws on Cash Isa and Lifetime ISA but can't see anything on transferring in Unit Trusts and Oeic is there no cashback on these or am I missing somethingThanks
Sorry I wasn't clear, I was looking to transfer Unit Trusts / Oeic to HL outside an ISA and Sipp and hoping to get cashback.
Ah right, don't think so - it's quite rare to see offers for general investment accounts from HL, certainly not coming up to the end of a tax year where ISA/SIPP allowances become relevant. Last year they had an offer to get cashback on fees, which applied to any account, but that was in October or so.0 -
InvesterJones said:tmen said:InvesterJones said:tmen said:I can see Cashbacks on S&S ISA and Sipp and prize draws on Cash Isa and Lifetime ISA but can't see anything on transferring in Unit Trusts and Oeic is there no cashback on these or am I missing somethingThanks
Sorry I wasn't clear, I was looking to transfer Unit Trusts / Oeic to HL outside an ISA and Sipp and hoping to get cashback.
Ah right, don't think so - it's quite rare to see offers for general investment accounts from HL, certainly not coming up to the end of a tax year where ISA/SIPP allowances become relevant. Last year they had an offer to get cashback on fees, which applied to any account, but that was in October or so.
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We're in the midst of transferring to Charles Stanley - looking at £900 net gain after a year. I posted details here.
Having all money with one brokerage or multiple brokerages for stock investment? - Page 2 — MoneySavingExpert Forum
The SIPP is rumbling on. They sent me a paper form to fill in to ensure I wasn't being scammed.
The ISA has been remarkably quick though. They said 5-8 weeks for an in-specie transfer but stuff started moving across on the same day as we initiated the transfer.
At the moment 3 days later everything has moved across, including cash, but there is an ETF which is in both places at the same time. It's showing as having arrived at Charles Stanley and its still showing in Fidelity.0 -
Nebulous2 said:We're in the midst of transferring to Charles Stanley - looking at £900 net gain after a year. I posted details here.
Having all money with one brokerage or multiple brokerages for stock investment? - Page 2 — MoneySavingExpert Forum
The SIPP is rumbling on. They sent me a paper form to fill in to ensure I wasn't being scammed.
The ISA has been remarkably quick though. They said 5-8 weeks for an in-specie transfer but stuff started moving across on the same day as we initiated the transfer.
At the moment 3 days later everything has moved across, including cash, but there is an ETF which is in both places at the same time. It's showing as having arrived at Charles Stanley and its still showing in Fidelity.
Despite CS's high fees, I will make a healthy net gain for a year before transferring out. You get paid cashback per transfer so it was more profitable doing several lots of smaller transfers form different providers.
And the £100 annual trade credits is a good bonus for helping me further simplify my portfolio over the year. There is a £10 per asset transfer out fee to note, and some additional SIPP charges if I recall correctly.
Customer service so far has been good.1 -
granta said:Nebulous2 said:We're in the midst of transferring to Charles Stanley - looking at £900 net gain after a year. I posted details here.
Having all money with one brokerage or multiple brokerages for stock investment? - Page 2 — MoneySavingExpert Forum
The SIPP is rumbling on. They sent me a paper form to fill in to ensure I wasn't being scammed.
The ISA has been remarkably quick though. They said 5-8 weeks for an in-specie transfer but stuff started moving across on the same day as we initiated the transfer.
At the moment 3 days later everything has moved across, including cash, but there is an ETF which is in both places at the same time. It's showing as having arrived at Charles Stanley and its still showing in Fidelity.
Despite CS's high fees, I will make a healthy net gain for a year before transferring out. You get paid cashback per transfer so it was more profitable doing several lots of smaller transfers form different providers.
..Is that correct? I thought it was based on the total cash amount transferred?0 -
orange-juice said:granta said:Nebulous2 said:We're in the midst of transferring to Charles Stanley - looking at £900 net gain after a year. I posted details here.
Having all money with one brokerage or multiple brokerages for stock investment? - Page 2 — MoneySavingExpert Forum
The SIPP is rumbling on. They sent me a paper form to fill in to ensure I wasn't being scammed.
The ISA has been remarkably quick though. They said 5-8 weeks for an in-specie transfer but stuff started moving across on the same day as we initiated the transfer.
At the moment 3 days later everything has moved across, including cash, but there is an ETF which is in both places at the same time. It's showing as having arrived at Charles Stanley and its still showing in Fidelity.
Despite CS's high fees, I will make a healthy net gain for a year before transferring out. You get paid cashback per transfer so it was more profitable doing several lots of smaller transfers form different providers.
..Is that correct? I thought it was based on the total cash amount transferred?1 -
orange-juice said:granta said:Nebulous2 said:We're in the midst of transferring to Charles Stanley - looking at £900 net gain after a year. I posted details here.
Having all money with one brokerage or multiple brokerages for stock investment? - Page 2 — MoneySavingExpert Forum
The SIPP is rumbling on. They sent me a paper form to fill in to ensure I wasn't being scammed.
The ISA has been remarkably quick though. They said 5-8 weeks for an in-specie transfer but stuff started moving across on the same day as we initiated the transfer.
At the moment 3 days later everything has moved across, including cash, but there is an ETF which is in both places at the same time. It's showing as having arrived at Charles Stanley and its still showing in Fidelity.
Despite CS's high fees, I will make a healthy net gain for a year before transferring out. You get paid cashback per transfer so it was more profitable doing several lots of smaller transfers form different providers.
..Is that correct? I thought it was based on the total cash amount transferred?0
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