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  3. Did the small amounts ever get resolved?

Did the small amounts ever get resolved?

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  • C Offline
    C Offline
    Coopersale
    wrote on last edited by
    #1

    There was a discussion back in PH days regarding small pots and the cost to move them, I have one with .19p left in it, is there a cost to Cobens to moving this?

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    • A Online
      A Online
      Adam Kay
      Global Moderator
      wrote on last edited by
      #2

      It depends where it is held, R. In this case it is 19p 'cash' so i'll check with Dan to see if he can move it.

      I will mail you offline when i receive the answer

      Regards

      Adam

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      • A Online
        A Online
        Adam Kay
        Global Moderator
        wrote on last edited by
        #3

        Hi R, I've emailed you regarding the above-moved

        Regards

        Adam

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        • J Offline
          J Offline
          JerryC
          wrote on last edited by
          #4

          I’ve got 0.01, 0.02 and 0.01 in PHO (pension/ISA/GIA) and 0.07 and 0.02 in PHR (ISA/GIA). I’d like this cleaned up but would not like Cobens to incur excess costs doing so, what’s the best way to do this please? (probably similar numbers in my wife’s accounts)

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          • C Offline
            C Offline
            Coopersale
            wrote on last edited by
            #5

            Thanks for that Adam.

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            • R Offline
              R Offline
              Ronski
              wrote on last edited by
              #6

              I've got the following small amounts.

              PHE: £14.32
              PHO: £9.37

              PHO was sold off almost a year ago.

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              • A Online
                A Online
                Adam Kay
                Global Moderator
                wrote on last edited by
                #7

                We will come up with a universal solution.

                If the balance is held in the following portfolio's:

                Optimum-all
                Money Markets
                IM index 100 through 20

                feel free to move the balance via the dashboard

                PHE
                PHT

                These will incur a substantial trading fee and we are currently working on a process whereby we can sweep the units and pay out the cash in lieu.

                Regards

                Adam

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                • D Offline
                  D Offline
                  droopsnoot
                  wrote on last edited by
                  #8

                  I also have small amounts, about £20 each, in PHR and PHO, and it would be nice for them to be merged into something else at some point.

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                  • L Offline
                    L Offline
                    LastPoster
                    wrote on last edited by
                    #9

                    Similarly, my son had a JISA and was 18 in April. We moved the funds to a ISA but over a couple of months a small amount back built up in the JISA which I can still see though my account.. It ought to be moved without me doing anything to my mind, but what's the process?

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                    • 2 Offline
                      2 Offline
                      2BToo
                      wrote on last edited by
                      #10

                      I have a similar and possibly related problem; I seem to have holdings which are in the same portfolio but listed separately. Here's a picture.

                      IM.jpg

                      You'll see that 'IM Optimal Growth for Withdrawal Strategy' features three times albeit with a fairly small amount on each one. I guess I can sweep all of these into something better via the dashboard as per Adam's post above.

                      I also have 'IM Lifestyle Growth for Income' listed twice towards the bottom of the list, each one with a more significant sum in it (although one about ten times as large as the other.) Should I see if I can merge them or doesn't it make any difference to anything?

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                      • R Offline
                        R Offline
                        Ronski
                        wrote on last edited by
                        #11

                        My PHO small amounts got dealt with, until today when 3p appeared 🙄

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                        • L Offline
                          L Offline
                          LastPoster
                          wrote on last edited by LastPoster
                          #12

                          Same, following an Email from Adam, my sons JISA tiny sum moved to his S&S ISA. Another 2p appeared two days ago 😀

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                          • A Online
                            A Online
                            Adam Kay
                            Global Moderator
                            wrote on last edited by Adam Kay
                            #13

                            It's like whac-a-mole 😞

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                            • L Offline
                              L Offline
                              LastPoster
                              wrote on last edited by
                              #14

                              I'm not that bothered obviously although I will email you about something related. The email address will be different to the one you used the other day but the name is the same (the one I will use is the one you guys have as my contact now, the one you used the other day is one I don't really use now)

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                              • A Online
                                A Online
                                Adam Kay
                                Global Moderator
                                wrote on last edited by
                                #15

                                Ok sure, send it over👍

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

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