Skip to content
  • Timing of Daily Dashboard Updates

    Announcements
    1
    4 Votes
    1 Posts
    43 Views
    No one has replied
  • GIA and IHT planning

    Tax Planning
    10
    0 Votes
    10 Posts
    134 Views
    N
    @Ducati996R Yes we can, drop me a message at nik.burrows@cobensdirect.co.uk Cheers
  • New Portfolio Switching Changes?

    Investments and Portfolios
    18
    0 Votes
    18 Posts
    168 Views
    X
    @Nik-Burrows said in New Portfolio Switching Changes?: @xera Unless otherwise instructed and agreed the switch will be processed on the next switch date i.e. the 1st or the 14th of the month Cheers Thanks that answers it for me.
  • Small cash withdrawal from ISA - timeframes?

    Service and Administration
    23
    0 Votes
    23 Posts
    234 Views
    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
  • Migration / Add new funds

    General Chat
    25
    0 Votes
    25 Posts
    294 Views
    A
    You're kidding Weekends are busier than the work week. Have a good weekend too
  • SMCI

    Investments and Portfolios
    231
    1 Votes
    231 Posts
    3k Views
    A
    It’s performed well, Pete. Its valuation is too extreme for me, though. Corning, Marvell, AVGO are also in the mix re photonics, optical/laser transceivers.
  • Making a pension withdrawal

    Service and Administration
    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.
  • June's Direct Debits

    General Chat
    1
    0 Votes
    1 Posts
    34 Views
    No one has replied
  • PHE and PHT

    Investments and Portfolios
    78
    -1 Votes
    78 Posts
    921 Views
    A
    yes of course. The Target Date only maps the portfolio. Thereafter it's up to 'you'. Add, withdraw subject to wrapper of course(SIPP), switch to something else. To be clear you are not locked-in in anyway
  • Migration to Winterflood Business Services (WBS)

    Announcements
    2
    2 Votes
    2 Posts
    82 Views
    A
    fyi... Winterflood Business Services (WBS) is a UK financial infrastructure provider with about £17.5bn in assets under administration and around 61 institutional clients, supporting a much wider downstream network of platforms, brokers and wealth managers. It sits behind major UK investment platforms rather than serving end investors directly. Clients include well-known wealth and platform firms such as Fidelity International, Transact, Quilter, Aviva, and other adviser platforms and brokers that outsource custody, dealing, settlement and reporting to WBS.
  • Moving funds to cash

    Service and Administration
    17
    1 Votes
    17 Posts
    226 Views
    A
    You're keen trying that on a phone screen
  • Amazon News

    Investments and Portfolios
    8
    1 Votes
    8 Posts
    195 Views
    E
    The Amazon<>Anthropic deal looks interesting ! Happy to see Anthropic forking nicely from openai....
  • Login Prob

    General Chat
    9
    0 Votes
    9 Posts
    76 Views
    2
    Updated for me too. Thanks Adam and everyone else. I'm happy to wait a few hours for updates as healthy as that one....
  • Oracle (ORCL)

    Investments and Portfolios
    32
    0 Votes
    32 Posts
    500 Views
    A
    Oracle has expanded its partnership with Bloom Energy to secure up to 2.8 gigawatts (GW) of Bloom’s fuel cell systems to support the growth of its AI data centre infrastructure. For perspective, 2.8GW is enough to power 7 million UK homes! A staggering amount of energy.
  • Admin review

    General Chat
    2
    0 Votes
    2 Posts
    38 Views
    J
    All changed now so all is well.
  • Website access

    Service and Administration
    9
    0 Votes
    9 Posts
    69 Views
    M
    Heh heh!
  • Glitch on my dashboard >>>

    General Chat
    11
    0 Votes
    11 Posts
    169 Views
    M
    I've just gone in - no problems....
  • Timeframes for pension withdrawals?

    Service and Administration
    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!
  • Meta News

    Investments and Portfolios
    31
    0 Votes
    31 Posts
    610 Views
    A
    In a blog post today Meta Platforms (META) has increased the investment for its data centre campus in El Paso, Texas, to $10B from $1.5B. They aren't playing.
  • Microsoft

    Investments and Portfolios
    14
    0 Votes
    14 Posts
    313 Views
    A
    It's a great business albeit not that exciting-safe and durable. Their scale and reach opens them up to finding something to complain about-at the end of the day they are a business, they have millions of customers. Some won't be happy customers. Apple gets a lot of flack from some too. Ive always found them a pleasure to deal with. In saying that ive never had a piece of expensive hardware fail prematurely and tried to get some goodwill but I have dealt with their support relating to products many years outside warranty(without Apple Care) and always found them helpful.