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SIPP Transfer after Crystalizaiton
segovia
Posts: 400
Forumite
I have crystallized my AJ BELL SIPP and taken the 25% lump sum and I have started to take a monthly taxable payment from it. Charges are circa £1,000.00. Could I transfer my AJ Bell over to my Interactive Investor account where the charges are more favourable?
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Comments
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I did exactly that a few years ago, so unless they've changed their policies, you'll be fine.segovia said:I have crystallized my AJ BELL SIPP and taken the 25% lump sum and I have started to take a monthly taxable payment from it. Charges are circa £1,000.00. Could I transfer my AJ Bell over to my Interactive Investor account where the charges are more favourable?0 -
I moved my drawdown SIPP from HL to ii recently without problem. I can’t see a problem with moving from AJ Bell.0
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I did precisely this last August.
Mine was all cash by the time of the transfer and was quick and easy
Regards
Tet0
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