AJ Bell Youinvest SIPP partial crystallisation

[swill453]

As has been mentioned on various threads here, AJ Bell still only show that you have a single "pot" of investments, even when some is crystallised and some not. I prefer this approach as you can continue investing and visualising your portfolio without having to think about multiple pots. However up till recently it hasn't been very easy to see the proportion of crystallised vs uncrystallised. You either had to ask them in a secure message, or go through the motions of creating a new pension illustration.

This has now changed, and if you select "Access my pension" from the menu, the next screen shows you the values of "Amount I have accessed" and "Amount I haven’t accessed" (based on previous day's close).

Progress.

Scott.

[PhaseThree]

Thanks for posting
That is a far more useful way of viewing things. Up until now I was calculating by hand based off the crystallised percentage numbers I got from them a year or so ago.

[fisher]

Thanks Scott. Good to know.

[Snowbadger]

Cheers Scott. Really helpful.


SB

[swill453]

As a corollary to this, I've now discovered you can request a new crystallisation and tax free lump sum from Youinvest entirely online. Previously you had to print and sign a PDF form and return it to them in the post.

(And the menu option is now called "Manage my SIPP" and not "Access my pension".)

Scott.

[Emptysea34]

Very useful information. Many thanks.