New HL fee structure from 01/03/26

poseidon1

https://forums.moneysavingexpert.com/discussion/comment/81886754#Comment_81886754

I transferred my Sipp from HL to ii. The Sipp account and all history has disappeared ( from my view) the moment the transfer completed.

DavidT67

@poseidon1 Yes, if you request a FULL transfer than your account is closed and you'll lose any transaction history you didn't previously download.

You can and should download the quarterly investment reports which cover all your HL accounts.

InvesterJones

https://forums.moneysavingexpert.com/discussion/comment/81886834#Comment_81886834

Interesting. It's not even in the 'portfolio history' tab?

goodValue

I have never been interested in investing, but about 15 years ago I got a SIPP with HL because it was free money (government tax addition).
Apart from initially buying one fund, I've not done any other purchases.
I just intended to let the fund grow until I would have need of the money.
For my needs, the HL website looks horrendously difficult to navigate.
I've not seen any other websites, so have nothing to compare it with.
So I was interested to read that we are in an "era of free and low cost platforms".
Are there free or low cost platform that have a much simpler website than HL
and would be beneficial to transfer to?
I have about 10k in the SIPP.

trevjl

Interesting, as their website and app is the one thing making me hesitate to move away !!!

Middle_of_the_Road

https://forums.moneysavingexpert.com/discussion/comment/81887023#Comment_81887023

Agree, the website is not user friendly at all, however the app is extremely straightforward and easy to use.

GeoffTF

https://forums.moneysavingexpert.com/discussion/comment/81887023#Comment_81887023

Most platforms have websites that are easier to use than HL's. Here is a price comparison:

Our updated guide to help you find the best online broker

poseidon1

https://forums.moneysavingexpert.com/discussion/comment/81886856#Comment_81886856

Fair observation.

That tab does indeed bring up individual historical entries, and of course all the past pdf investment reports remain intact.

What I should have said is I dont access HL from their website, other than once a year for year end tax certificates.

I exclusively use their handy mobile app for all my day to day interactions and communications with them, and the SIPP is (understandably) absent there.

goodValue

https://forums.moneysavingexpert.com/discussion/comment/81887323#Comment_81887323

Thanks for the link.
That site is written in a very understandable manner.
The comparison tables are packed with information, so I'll need to take a good look at them.

friolento

Best to save / download all the statements before you request the transfer.