Transferring your investments into your SIPP is simple, and can be done in two ways. First of all, you can let James Hay know that you have pension investments to transfer during your online application.
Or if you want to transfer investments after your SIPP is opened, you can download, fill out and send a James Hay transfer form. When the transfer is complete you’ll see your portfolio on your account.
James Hay will not charge for transferring a SIPP, but will charge for contributions made in the form of investments not currently held in a pension. Find out more about James Hay’s charges.
There is no IG charge for transferring an existing SIPP from another provider*. The time it takes to complete a transfer can vary, as it depends on how long your current provider takes to release your funds.
Please be aware that we do not offer OEICs or unit trusts on our platform.
* IG SIPPs are administered by James Hay, who charge a £200 annual fee and may charge for transferring investments not currently held in a SIPP. You may be out of the market for a period while your transfer takes place.