Drawdown quotes

Albermarle

neilsims said:

Thank you for the comments. I am currently with Aviva and have asked them if they can do what I want to do with the money. Will see what incentives HL and AJ Bell offer to transfer, plus any others anyone can suggest.

These cashback offers tend to run for 3 months at a time, and then not for another few months .

bjorn_toby_wilde

thingswerentthisbadinmyday said:

I have SIPP and Drawdown accounts with HL and ISA with AJBell. Happy with both. My decision as to which platforms I use (for what) are based on a number of factors - not just the monthly fee. Cost of buying shares, OEICs, ETFs, dividend re-investment charges - all come into play. 

All good reasons for your choices no doubt, but the OP said “all i want to do is take the 25% tax free sum in chunks and the rest as and when I want to pay for holidays etc.”