Originally posted by Fred Bloggs
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Hargreaves Landsdown pension transfer out
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Originally posted by Lance View Post
do they need to sell a fund or can it transfer as the fund? It might take longer of they need to sell itOriginally posted by Fred Bloggs View Post
A couple of things worth checking here. If the investment is a unit trust or OEIC, there may be a share class difference between the platforms. If that's the case, it can add time because the in specie transfer is more complicated.
Also, when moving from HL to II, my holding in Marlborough Special Situations fund disappeared completely for a while before reappearing at II. Worryingly, nobody was quite sure what happened to it in the interim.
Finally, make absolutely certain that for in specie transfers, the before and after holdings are indeed the same.
It finally left HL a few days ago, and funnily enough is not showing in II yet. I have been tracking both sites every other day and screenshotting the values to make sure everything transfers successfully. II tell me it can take up to 2 weeks from HL releasing the fund to arrive in the II account.
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Originally posted by Lance View Post
Excellent point well made. I did check mine but it is a risk.Leave a comment:
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Originally posted by Fred Bloggs View Post
Finally, make absolutely certain that for in specie transfers, the before and after holdings are indeed the same.Leave a comment:
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Originally posted by jmo21 View Post
I'm still waiting for my final fund to transfer over!
Also, when moving from HL to II, my holding in Marlborough Special Situations fund disappeared completely for a while before reappearing at II. Worryingly, nobody was quite sure what happened to it in the interim.
Finally, make absolutely certain that for in specie transfers, the before and after holdings are indeed the same.Leave a comment:
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Originally posted by jmo21 View Post
I'm still waiting for my final fund to transfer over!Leave a comment:
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Originally posted by Lance View Postand....... it's complete..... Quite why the cash component takes so long I don't know.
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and....... it's complete..... Quite why the cash component takes so long I don't know.Leave a comment:
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Originally posted by proudgeneralist View PostComparing is difficult, due to the various fees that providers charge. Hargreaves are the most expensive.
This spreadsheet is out of date now, but Halifax iweb are still a good platform and on the cheaper side.
You could do worse than update this spreadsheet if the figures have changed:
https://forums.moneysavingexpert.com...ns-spreadsheetLeave a comment:
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Comparing is difficult, due to the various fees that providers charge. Hargreaves are the most expensive.
This spreadsheet is out of date now, but Halifax iweb are still a good platform and on the cheaper side.
You could do worse than update this spreadsheet if the figures have changed:
https://forums.moneysavingexpert.com...ns-spreadsheetLeave a comment:
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