Transferring away from Quilter

Matty1111

My wife was recently dropped as a client by her Financial Planners for missing the annual meeting 😂

We now need somewhere to move her small private pension - £60k. She will be mostly invested in ETFs and trusts only.

Can anyone advise on the process of transferring to SIPP elsewhere and which companies are best in terms of fees and customer service?

She also has significant Ltd company profits so somewhere that can offer company share dealing would be a bonus.

jimjames

I use II for my SIPP, very happy and they have transfer bonus offers at the moment.

LHW99

https://www.ii.co.uk/special-offers

II is a fixed fee platform, which is good as your SIPP increases in value. You can hold OIEC funds, ETF's IT's and shares for the same amount.

Other platforms (HL, ALBell) are % based, and depend to an extent exactly what type of investments you hold. Often OIEC's are more expensive to hold (but may be cheaper to purchase).

You would ask the platform you want to move to to make the transfer - most will have an online form / portal to give the information.

I know with II you can make company contributions as well as personal, so if she wishes to do that from her Ltd Co (comes off the corporation tax that has to be paid) it's something to consider. I don't know if the other two I've mentioned do that, and there are of course other platforms as well which you can find on here if you search.