FundsNetwork SIPP - Small Pots
JBar
Member
I have just been on the phone to Fidelity, who told me that there is no way to commute benefits under Small Pots. The person I spoke to on the phone didnt seem to sure what the Small Pots rules were so I want to double check with you guys!
Has anybody commuted a small pension under small pots with Fidelity FundsNetwork or is this not a viable option?
Comments
If the client is over LTA and all other criteria match I'd ask the question again. They have a small pots form on their website.
Hi. It is possible. Our small pots form can be found here:
https://fundsnetworkprod-live-733ab5a756b04a1d8aea729f1589b80b-2a8642e.s3-eu-west-1.amazonaws.com/filer_public/7a/b7/7ab700f6-bc63-406e-9668-db06f4f60ec8/small-pots-application-form.pdf
Please call back again if you have any questions. Martin Rooks
.