(Sipp) Self invested personal pension

Hi! There is no planned date for SIPP transfers at the moment, they are going to be released in the beginning of the next tax year. Kindly contact our Client Services team if you wish to move your cash from GIA to SIPP account.

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Hi Paul,
Will information about SIPP transfer be announced for ins or outs? Let’s say I’d like to move SIPP from InvestEngine to another provider in the future, will it be possible?

Hello there. Could you please contact our Support team at support@investengine.com, along with your IC number so we can look into this further?

Having just opened an IE Sipp account, I’m disappointed to see that I cannot transfer my pension into it.
I note someone posted in January 24 and was told it would be a few months!
Does anyone have any information on when this function is likely to be enabled?

I happened to ask this yesterday, and have been told ā€œin the beginning of the new tax yearā€.

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Hi! We appreciate your patience regarding the ability to transfer pensions into SIPP with us. We anticipate that this functionality will be enabled at the beginning of the new tax year.

Hi,
First post here, so go easy….I’ve just opened a SIPP, but can’t seem to find the charges for opting for the Glidepath option. I can see it’s 0.25% for the managed, and free for DIY….Can someone advise please? Ta muchly :wave:

Hi @tone1,

The ā€˜Glidepath’ has the same charges as the managed portfolio, 0.25%.

We’re looking at how we can improve the description but the retirement glidepath looks at your age / how many year you have until retirement and invest you into one of the 10 managed funds…as you get closer to retirement it automatically will move you into the less risky managed funds.

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Any update on the government bonus that is overdue? It’ll be three months this week since the SIPP contribution and still showing as Pending.

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Thanks Tom @tom.winterton

I thought the description and information was great for the Glidepath, (even for a novice like myself could understand the risk/years to retirement plan), it was just the fee that couldn’t have been clearer to see. Clicking on the ā€˜Managed’ pension tab gave the 0.25% fee, but was totally absent on the Glidepath tab. Cheers :wave:

As in should be working since 6th of April, or as in coming in July but we mean November really like when SIPP’s arrived :wink:

Hi team, as many of us are still waiting on this (i’m 13 weeks now) could you at least let us know if the HMRC top ups for January deposits are now going to arrive at the same time as the February ones (i.e. later in April), or is this is a bigger problem where we could potentially be waiting months?

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I contacted customer services yesterday and the reply I got was:

ā€œI regret to inform you that we do not have a precise settlement date for the rebates at this time.ā€

Apologies for my ignorance, but can I have several SIPP portfolios within my SIPP? One self managed, and say one Glidepath both with different amounts etc?

Yes you can, just click on Add New Portfolio at the top of the home page (I think)…

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Hi! I’m afraid there is no exact settlement date for the rebates yet, but they will count towards the 2023/24 allowance as they are linked to the initial top-up.

Hi! Yes, you can have multiple portfolios within your SIPP.
You can combine multiple DIY and Managed portfolios with your InvestEngine SIPPs tax wrapper.

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Big Up on this, very keen on being able to transfer my old pension to Investengine SIPP

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Update: I can confirm this looks to be resolved now as i have just received the correct top ups for my 2 January contributions into my SIPP today.

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Same, I have received the HMRC top-up today too. Thanks.

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