Transferring our of the old intelligent money

[B9]

It s been a while but I m consolidating all my pensions etc and wasn’t sure what people enter as the vendor when transferring away your pension

Is it IM, Quai, Cobens?

Any help appreciated

[alscar]

I received an email from Nik on Friday following a query and his title is still Head of Cobens Direct.

[PM3]

B9 said:

It s been a while but I m consolidating all my pensions etc and wasn t sure what people enter as the vendor when transferring away your pension

Is it IM, Quai, Cobens?

Any help appreciated

I transferred my SIPP to Vanguard around Feb this year . Vanguard had them on the look up as " Intelligent Money " still . Pulled up details . I note it used the Shire Hall address. All went through easy as.....

[Courser]

Would have thought it would be Cobens
Quai are the advisors

Nothing now has IM anywhere on it , maybe a couple of portfolio names ?

[Simpo Two]

Courser said:

Would have thought it would be Cobens
Quai are the advisors

Other way round. Cobens are the advisors and the OP's investments are with Quai Digital, 16 Tesla Court, Innovation Way, Peterborough, PE2 6FL.

[B9]

Thanks all 👍

[Courser]

Simpo Two said:

Other way round. Cobens are the advisors and the OP's investments are with Quai Digital, 16 Tesla Court, Innovation Way, Peterborough, PE2 6FL.

Okey doke
It actually looks the other way round on the dashboard haha