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Investment Times

Vantage Transfer Service - case study

3 June 2015 | A A A
Vantage Transfer Service - case study

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No news or research item is a personal recommendation to deal. All investments can fall as well as rise in value so you could get back less than you invest.

Mr and Mrs Robertshaw each take a very different approach to managing their investments but have one thing in common: they both appreciate the flexibility and control the Vantage Service gives them. Mrs Robertshaw, a semi-retired teaching assistant from West Yorkshire, explains why:

"My husband decided he wanted to manage his own investments, so transferred his pension to Vantage. He found it so straightforward and achieved such good results that he decided to transfer his ISAs as well. Ever since that point, he had been trying to convince me to transfer my investments to Hargreaves Lansdown.

I am gradually approaching retirement so have started to wind down the hours I work. It became apparent I needed to start generating income from my investments. I don't have the same confidence or inclination as my husband to manage my investments, but I saw that Hargreaves Lansdown offers advice so I sought help from one of their financial advisers, Andrew Mence. I gave him a brief - simplify all my investments to start generating an income - which he did. It was all so easy to arrange.

The service we both receive is second to none. I have a couple more pensions I plan to transfer to my SIPP in due course to take advantage of the new pension reforms. I've realised that as you approach retirement you need your arrangements to be as simple and flexible as possible and having everything in one place gives us the reassurance we know what our investments are doing.

For now, I will continue receiving advice from Andrew and my husband will manage his own investments. It's reassuring that Hargreaves Lansdown caters for both our needs. When we fully retire, drawing an income from our investments will be that much easier to manage with them all in one place and the support that Hargreaves Lansdown offers."

Find out more about transferring to the Vantage Service

By consolidating their investments and pensions under one roof, Mr and Mrs Robertshaw also benefit from:

  • Ease of management - one statement from one provider.
  • More control: see exactly what their portfolios are worth and make changes in an instant.
  • Access the new pension freedoms: Flexibility to take money out of their pension how they wish from age 55 (57 from 2028). Options include annuities, drawdown and lump sums.
  • Saving money: low-cost dealing, exclusive low-cost funds and competitive charges.
  • Simplicity and reassurance: manage loved ones' finances should their circumstances change.

94% of clients rate the service as good, very good or excellent*

You choose how to manage your investments in Vantage - online, by telephone or by post, with or without personal advice. If you have a question about your account you can speak to a real person in a matter of seconds.

Retirement is one of the key life events that cause people to seek advice from our independent financial advisers. Perhaps you want to review your financial affairs and minimise any potential inheritance tax liability.

Find out more about advice

* HL survey - September 2014 - 9,371 responses

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website is not personal advice based on your circumstances. So you can make informed decisions for yourself we aim to provide you with the best information, best service and best prices. If you are unsure about the suitability of an investment please contact us for advice.