badersleg
Member of DD Central
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Post by badersleg on Mar 25, 2021 12:45:46 GMT
Has anyone successfully transferred a RS ISA to a stocks and shares provider ( Hargreaves etc) whilst keeping it in the ISA wrapper?
I don't think Vanguard can accept them but do Hargreaves? I've asked them but they haven't got back yet.
Thanks in advance. Tim
They've got back. I have to post the transfer form to them along with a covering note telling that it's a IFISA. It will take 2-8 weeks.
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macq
Member of DD Central
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Post by macq on Mar 26, 2021 12:58:18 GMT
As another choice for transfers you can probably add Fidelity to the list as RS is one of the choices offered in their drop down menu on pick a provider to move from
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alanh
Posts: 556
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Post by alanh on Mar 26, 2021 19:25:12 GMT
Has anyone successfully transferred a RS ISA to a stocks and shares provider ( Hargreaves etc) whilst keeping it in the ISA wrapper?
I don't think Vanguard can accept them but do Hargreaves? I've asked them but they haven't got back yet.
Thanks in advance. Tim
They've got back. I have to post the transfer form to them along with a covering note telling that it's a IFISA. It will take 2-8 weeks. I have done this. I wanted to transfer to Vanguard but as you say they don't accept IFISA transfers in. Hargreaves Lansdown do. So I have transferred numerous IFISA's into HL as cash, and then immediately set up the transfer of that S&S ISA cash to Vanguard. It's a bit tedious but relatively straightforward. I am much happier with Vanguard's capped fee structure than HL's 0.45% of all your assets type model.
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firedog
Member of DD Central
Posts: 300
Likes: 380
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Post by firedog on Mar 27, 2021 8:30:44 GMT
Can't really recommend it . Very static,money sitting around doing nothing . Just checked mine. I'm 90% on loan. A new investment from 2 days ago is 100% lent out. Likewise. I've been impressed so far. Opened an account on Wednesday, deposited a modest amount Thursday, 100% loaned out this morning.
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Post by moonraker on May 20, 2022 10:00:06 GMT
It's a wet morning, so I've sourcing statements of interest for my tax return (which I like to make as early as possible). My Ratesetter account terminated on April 2 and when I logged in on the website and attempted to download the statement I got the message "Sorry! There was a problem with the page that you asked for." So I rang up - and got through at once, to be told that no interest had been paid during 2021-22. I don't disbelieve this, but decided to check out on-line transactions, including repayments, during the year, to get the message "There are no transactions of that type in the requested period".
Which seemed a little strange, as money was feeding into my High Street bank account, with a final payment early in April.
(Dunno if this has been mentioned before. I had to search the forum for "Ratesetter" and this was first more-or-less appropriate thread that came up.)
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Post by df on May 21, 2022 18:26:11 GMT
It's a wet morning, so I've sourcing statements of interest for my tax return (which I like to make as early as possible). My Ratesetter account terminated on April 2 and when I logged in on the website and attempted to download the statement I got the message "Sorry! There was a problem with the page that you asked for." So I rang up - and got through at once, to be told that no interest had been paid during 2021-22. I don't disbelieve this, but decided to check out on-line transactions, including repayments, during the year, to get the message "There are no transactions of that type in the requested period".
Which seemed a little strange, as money was feeding into my High Street bank account, with a final payment early in April.
(Dunno if this has been mentioned before. I had to search the forum for "Ratesetter" and this was first more-or-less appropriate thread that came up.) I've received my last payment on 2nd Apr 2021 and I assume that's the case for everyone, so there shouldn't be any interest payments in tax year 2021/22.
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