Intelligent Money - your investment questions answered

Intelligent Money - your investment questions answered

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SimonTheSailor

12,607 posts

228 months

Monday 1st March 2021
quotequote all
Bear-n said:
Basic question alert. If I only joined mid-Jan in a PHE/PHR ISA, should I be expecting an email & some cash? Thanks.
Have you checked your junk email ? My first notification of some shares sold went there so didn't see it straight away.

Bear-n

1,615 posts

82 months

Monday 1st March 2021
quotequote all
No emails anywhere that I can see and no mysterious cash. I'll see if one of them picks up on my post, if not I'll drop them a message in the week.

Cheers.

tighnamara

2,189 posts

153 months

Monday 1st March 2021
quotequote all
Ron-ski said:
For those wishing to switch their WH Smith cash back into PHR asap the cash has appeared bright and early this morning.
Thanks Ron-Ski, that’s it all back invested in funds.

S6PNJ

5,182 posts

281 months

Monday 1st March 2021
quotequote all
Bear-n said:
No emails anywhere that I can see and no mysterious cash. I'll see if one of them picks up on my post, if not I'll drop them a message in the week.

Cheers.
Log into the IM dashboard - it will be shown there in 'pink' (or is it magenta?)

JulianPH

9,917 posts

114 months

Monday 1st March 2021
quotequote all
Ron-ski said:
For those wishing to switch their WH Smith cash back into PHR asap the cash has appeared bright and early this morning.
The same with my account. I don't want to say I told you so, but I did! biggrin


JulianPH

9,917 posts

114 months

Monday 1st March 2021
quotequote all
S6PNJ said:
Bear-n said:
No emails anywhere that I can see and no mysterious cash. I'll see if one of them picks up on my post, if not I'll drop them a message in the week.

Cheers.
Log into the IM dashboard - it will be shown there in 'pink' (or is it magenta?)
It is probably one or the other, I would have just said red!

smile


Burwood

18,709 posts

246 months

Monday 1st March 2021
quotequote all
Morning Julian, how does IM deal with LPA's. I hold two for IM clients and have all the paperwork. If I had queries where, say, I needed to discuss with admin/Coops etc and or use email for same.

TIA smile

Edited by Burwood on Monday 1st March 09:03

mfmman

2,391 posts

183 months

Monday 1st March 2021
quotequote all
Is it normally instructions given by 9 are actioned the same day? What about those at 9.04 thumbup

Hussein-z3ksd

290 posts

41 months

Monday 1st March 2021
quotequote all
Morning Julian,

I recieved the email saying that WHS had been sold (whoop whoop) and would recieve some funds in my pension account (no mention of the ISA and no seperate email in my junk).

I have PHR in my Pension and in my ISA. Pension account has been updated with the Cash - nothing in the ISA.

Thoughts?

maccboy

633 posts

138 months

Monday 1st March 2021
quotequote all
Ron-ski said:
For those wishing to switch their WH Smith cash back into PHR asap the cash has appeared bright and early this morning.
Thanks!

JulianPH

9,917 posts

114 months

Monday 1st March 2021
quotequote all
Burwood said:
Morning Julian, how does IM deal with LPA's. I hold two for IM clients and have all the paperwork. If I had queries where, say, I needed to discuss with admin/Coops etc and or use email for same.

TIA smile

Edited by Burwood on Monday 1st March 09:03
Morning mate, this is firmly something for Nik. Coops can also follow up with any admin work needed.

Just send any of us an email and we will put it in the right people's hands.

Cheers

Julian

smile


Ron-ski

374 posts

58 months

Monday 1st March 2021
quotequote all
JulianPH said:
The same with my account. I don't want to say I told you so, but I did! biggrin
You did indeed, but I wasn't sure whether it would show up first thing, or with the usual update time circa 9:30.

PorkInsider said:
Thanks Ron-ski!

My ISA cash was there but not the pension, yet. Guess it must still be in progress...
Mine was a pension, there's always going to be some slower than others.

Burwood

18,709 posts

246 months

Monday 1st March 2021
quotequote all
JulianPH said:
Burwood said:
Morning Julian, how does IM deal with LPA's. I hold two for IM clients and have all the paperwork. If I had queries where, say, I needed to discuss with admin/Coops etc and or use email for same.

TIA smile

Edited by Burwood on Monday 1st March 09:03
Morning mate, this is firmly something for Nik. Coops can also follow up with any admin work needed.

Just send any of us an email and we will put it in the right people's hands.

Cheers

Julian

smile
Thanks mate-i'll send the LPA certificates over initially smile

EddyP

846 posts

220 months

Monday 1st March 2021
quotequote all
As tie goes on the amount of return on the PHR is obviously reducing, can you give an idea on average of the companies that are still in PHR how far are they from their sell point?

I've chucked my WH Smith cash into my PHE as that seems to be 8% down today but could put some more cash into PHR if it's still worth doing.

dingg

3,991 posts

219 months

Monday 1st March 2021
quotequote all
Hussein-z3ksd said:
Morning Julian,

I recieved the email saying that WHS had been sold (whoop whoop) and would recieve some funds in my pension account (no mention of the ISA and no seperate email in my junk).

I have PHR in my Pension and in my ISA. Pension account has been updated with the Cash - nothing in the ISA.

Thoughts?
Similarly my grandsons j isa has not been credited with the cash realised in phr.


Hth the team




Edited by dingg on Monday 1st March 09:35

PorkInsider

5,889 posts

141 months

Monday 1st March 2021
quotequote all
EddyP said:
As tie goes on the amount of return on the PHR is obviously reducing, can you give an idea on average of the companies that are still in PHR how far are they from their sell point?

I've chucked my WH Smith cash into my PHE as that seems to be 8% down today but could put some more cash into PHR if it's still worth doing.
Julian posted this on Saturday, which might help:

JulianPH said:
It depends on a lot more than the next few months. Whilst this could (and should) be a realistic time frame we just don't know if something else will land.

We are about 35% to go to hit targets (obviously this varies hugely between different stocks).

Whilst we will sell out of individual stocks at (or near) their target price there is nothing stopping anyone selling out of PHR with the great returns we have already delivered over just a fer months.

smile

KTF

9,806 posts

150 months

Monday 1st March 2021
quotequote all
toastyhamster said:
Potential fiveraday escapee here, finally given up on any decent returns on the Parmenion platform.
What sort of returns have you been seeing (or not) on Parmenion as I am around 15% up at the moment after being heavily in the red in March last year.

Bear-n

1,615 posts

82 months

Monday 1st March 2021
quotequote all
JulianPH said:
S6PNJ said:
Bear-n said:
No emails anywhere that I can see and no mysterious cash. I'll see if one of them picks up on my post, if not I'll drop them a message in the week.

Cheers.
Log into the IM dashboard - it will be shown there in 'pink' (or is it magenta?)
It is probably one or the other, I would have just said red!

smile
Sorry for clogging up the thread but I can't see anything under current holdings, transactions or anywhere! Am I going mad? wobble


PorkInsider

5,889 posts

141 months

Monday 1st March 2021
quotequote all
Bear-n said:
Sorry for clogging up the thread but I can't see anything under current holdings, transactions or anywhere! Am I going mad? wobble
Same for me with regard to pension. No WHS cash showing.

CoopsIM

311 posts

45 months

Monday 1st March 2021
quotequote all
JulianPH said:
Burwood said:
Morning Julian, how does IM deal with LPA's. I hold two for IM clients and have all the paperwork. If I had queries where, say, I needed to discuss with admin/Coops etc and or use email for same.

TIA smile

Edited by Burwood on Monday 1st March 09:03
Morning mate, this is firmly something for Nik. Coops can also follow up with any admin work needed.

Just send any of us an email and we will put it in the right people's hands.

Cheers

Julian

smile
Good morning, ping me a mail to steve.cooper@intelligentmoney.com and I'll deal with this for you sir!

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