When you invest, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. This is not investment advice.
ISA eligibility rules apply. Tax treatment depends on personal circumstances and current rules may change. Check before you transfer that we can accept your investments, you won’t lose any guarantees, and that you know what charges you may incur.
SIPP eligibility rules apply. Tax treatment depends on your personal circumstances and current rules may change. Check before you transfer a pension to us that we can accept your investments, you won’t lose any guarantees, and that you know what charges you may incur. Seek advice if you are unsure about making a transfer. A SIPP is a pension designed for you to save until your retirement and is for people who want to make their own investment decisions. You can normally only draw your pension from age 55 (57 from 2028), except in special circumstances. At present, Freetrade only supports Uncrystallised Fund Pension Lump Sums (UFPLS) for customers who wish to withdraw funds from their SIPP after their 55th birthday. We strongly encourage you to seek financial advice before making any withdrawals from your SIPP.
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