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Service and Administration

All your questions relating to our servicing and administration.

20 Topics 192 Posts
  • N

    Cobens Contact

    Pinned
    12
    3 Votes
    12 Posts
    254 Views
    A
    Hi Wibble, any gains and losses will be crystallised on sale. To be clear, the 'move' function, although a simplified dashboard process for the account holder, will still go through a sale of asset into cash in the GIA(using this example) and a transfer into the ISA tax wrapper. It is not an in-specie (transfer in its current form) process. Whether there is actual tax to pay will be determined by your individual situation. In summary, this process could trigger a taxable event. Regards Adam
  • N

    Site Maintenance

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    0 Votes
    2 Posts
    49 Views
    D
    Is everything meant to be working accurately now or still buggy?
  • T

    Investments in Current Holdings not updating?

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    49 Views
    A
    Hi R, I've left you a voice mail. Im looking into whether the heading total needs updating-as discussed subsequently everything contributed is invested as it should be. Will revert re the Total
  • M

    Did the recent changes stop regular payments?

    2
    0 Votes
    2 Posts
    39 Views
    A
    Should receive the cash by end of this week,Mike. It's a clearing down of trades post migration. Thanks for noting
  • M

    Small cash withdrawal from ISA - timeframes?

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    0 Votes
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    N
    @Ducati996R A SIPP withdrawal takes a little longer as it needs to run through FCA questionnaires, Payroll and HMRC An ad hoc withdrawal 4 weeks, if you set up a regular income after the initial set up it just pays out each month Drop me a message and I can walk you through the process to make it as smooth as possible Cheers
  • C

    Making a pension withdrawal

    5
    0 Votes
    5 Posts
    91 Views
    C
    Thanks Nik, for the update above and the emails. Seems that a few things have coincided, leading to me finding the process a little confusing, but hopefully that will all resolve soon.
  • C

    Moving funds to cash

    17
    1 Votes
    17 Posts
    226 Views
    A
    You're keen trying that on a phone screen
  • X

    Website access

    9
    0 Votes
    9 Posts
    69 Views
    M
    Heh heh!
  • M

    Timeframes for pension withdrawals?

    21
    0 Votes
    21 Posts
    339 Views
    M
    To wrap this up: BIG thanks to @Nik-Burrows for helping kick Quai/IM into sorting things, the task is complete Note to selves - we will do our sums earlier next year to avoid stress, & hopefully the process will be slick with everyone having learned something!
  • C

    The fund performance graphs - Have they gone?

    16
    0 Votes
    16 Posts
    304 Views
    A
    ExIM, No problem, no intention of engaging but im not about to let intentional misinformation go unchecked.
  • D

    Phe change over the week?

    3
    0 Votes
    3 Posts
    49 Views
    D
    Cheers Adam What a strange thing, exactly the same rounded up or down to the nearest quid
  • X

    Logging in - no SMS

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    0 Votes
    1 Posts
    57 Views
    No one has replied
  • S

    ISA transfers out

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    0 Votes
    35 Posts
    434 Views
    L
    Thank you Nik. Perhaps you could propose giving the client the option to abandon the small change remaining in funds since it costs the company more to withdraw than the amounts themselves. This would help expedite the process. Frank
  • S

    Portal update

    21
    -1 Votes
    21 Posts
    302 Views
    R
    Thanks. I did yesterday. Will wait or try to call. Thanks
  • S

    SIPP tranfer out - admin fee and balance?

    5
    0 Votes
    5 Posts
    92 Views
    N
    @uk66fastback If you can send me a message, nik.burrows@cobensdirect.co.uk i will take a look for you Cheers Nik
  • J

    Error when requesting withdrawal from cash holding

    2
    0 Votes
    2 Posts
    50 Views
    J
    Hi Adam, I just tried it again and it's gone through, so no idea what was causing the issue
  • S

    Open banking support

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    0 Votes
    6 Posts
    116 Views
    N
    @slatermethuen I'll let the Dev team know and we will take a look at MoneyHub Given the work we have the go I would think it will be a new year task, but we will keep it on the radar Nik
  • S

    Is somebody phishing?

    2
    0 Votes
    2 Posts
    47 Views
    A
    Hi G, It's legit-generated by IT. When the forum was first made available, some of the controls around email validation had not been switched on. This meant one could set up an account without a verified email. You were one of them. The link is asking you to confirm your current email. Please do so to retain your account. Regards Adam
  • X

    Platform

    3
    0 Votes
    3 Posts
    67 Views
    X
    Thanks Adam, thought I was still mixing it up. Yes quai investments. Do they have an easy to use app (on top of the website dashboard)?
  • V

    Cobens App

    5
    0 Votes
    5 Posts
    100 Views
    D
    Much better now thanks

The value of your investments can go down as well as up, and you may get back less than you invested.

Cobens is a trading name of Cobens Group Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 05850981 at https://register.fca.org.uk .