Should you wish to continue to manage your investments on a self-directed basis, you can transfer your investments to an alternative self-directed investment platform.
There are now a large range of investment platforms in the market, each offering slightly different features, terms and charges, which might suit your investment needs and requirements.
When selecting a new service provider, it is important that you consider that some platforms charge flat fees and some charge percentage-based fees. Typically, lower value holdings will benefit from percentage-based fees, whereas higher investment values will benefit from flat fees. You must consider both the value of your holdings and service provider charges, as well as your individual circumstances when making a decision on a new provider.
Current partners and their immediate family members should also consider PwC’s independence requirements when selecting a new platform provider. There are now a number of providers with established links to PwC’s Automated Investment Recording (AIR) feed, which enables details of ongoing holdings and transactions data to be fed to Checkpoint. Using an AIR-enabled platform will help you to continue to manage your personal independence requirements.
Important: If you hold an Investment Account, it is important you are aware that the method of transferring to a new provider (i.e., via an “in-specie” or “cash” transfer) could have Capital Gains Tax (CGT) implications. In summary:
Therefore, whilst we are unable to provide tax advice, you should give serious consideration to the potential tax consequences of the method of transfer undertaken if you wish to minimise or avoid CGT. Please contact us directly if you require further support with this.
To find your portfolio reference, log in to the portal and select the Portfolio tab (shown below).
Under Portfolio Details, you’ll see your name with your portfolio reference in brackets.
If you expand the dropdown below this, you’ll be able to view all your accounts along with their corresponding portfolio references.
Important: Please ensure you use the full references — including the letters at the end for ISAs and SIPPs — when submitting a transfer request e.g. ABC123I
If you decide to transfer out your self-directed investments, you have the following choices:
Select the options below for more information on the offer with ii:
No, and we are not recommending that you move your investments to ii. We are receiving no commercial incentive for offering this as an option to our clients, however, ii are an industry leading self-service investment platform provider and are happy to provide preferential terms to our clients.
Yes, ii are offering the exclusive offer to all existing TrinityBridge My WealthPartner Online clients, regardless of if you are already hold an ii account.
Yes, ii have established an AIR feed for ongoing daily reconciliation of assets and transactions. However, there is no link to Checkpoint for pre-clearance. Pre-clearance would need to be completed via Checkpoint Partner Support or by contacting your named independence contact.
If you prefer, you are welcome to transfer your investments to another service provider. We will assist you in making this transition as seamless as possible.
After a detailed review of our business, we have decided to close our My WealthPartner Online order to focus on our core strengths; Financial Planning, Bespoke Investment Management and Fund Management.
Over the past 14 years, since our service was launched, online My WealthPartner Online platforms have grown significantly. Many high-quality options are now available from companies that specialise in this type of service.
Following our recent review, we concluded that delivering the market leading experience that our clients expect would require significant investment into the service. As we choose to focus on our core services, continuing with the My WealthPartner Online service without meeting our high standard would not be in our clients' best interest.
The service is already closed to new applicants and will close on 1 May 2026 for existing clients, after which you will no longer be able to make transactions online, via the My WealthPartner Online, but you will still retain access to view investments, transactions and correspondence.
TrinityBridge will not charge any fees for selling your investments and withdrawing the cash balance or for transferring to another provider.
Fees relating to our Direct Investment Service can be found here
We are unable to comment on any fees relating to other providers. Please check the fees relating to their services with them directly.
You can no longer request new transfers into your account; however any transfer requests that are already being processed will be completed as per your application.
Yes, you will still be able to make cash deposits and ISA contributions into your account, independently, until 1 May 2026. If you become a client of our Direct Investment Service after this date, any ISA contributions or transfers in will need to be submitted via an application form.
We will endeavour to cancel any Direct Debit payments as soon as possible on receipt of your closure or transfer instruction, however you should arrange to cancel any regular direct debit payments yourself, directly through your nominated bank account to ensure no payments are taken after your instruction is received.
If you opt to transfer, you must set any regular contribution payments up with your new provider, they will not automatically transfer across.
If you opt to become a client of our Direct Investment Service, your regular contribution payments will remain unchanged.
There is no impact on your PwC Partner SIPP as this is administered by Standard Life rather than TrinityBridge. If you have opted to be able to view the value of the SIPP through the TrinityBridge My WealthPartner portal this is currently unaffected. A request to transfer your portfolios from TrinityBridge will not include the PwC Partner SIPP and if you have any questions about your PwC Partner SIPP, you should contact Standard Life.
We prepare and submit annual self-assessment tax returns for clients that utilise our tax service. This service is only available to TrinityBridge clients and will therefore no longer be available to clients that decide to transfer away or withdraw their investments.
The service will still be available to clients that decide to move to our Direct Investment Service on 1 May 2026.
We will aim to send you closing documentation within three months following account closure which will provide you with the necessary reporting on your account for the period prior to its closure.
If you have decided to transfer out or withdraw your holdings, your online access will be disabled soon after your closing documentation has been shared, and you will be unable to access the online portal using your current credentials thereafter. If you require any historic information regarding your investments once your online access has been disabled, our Investor Support Team will remain on hand to support you with this request.
If you opt to become a client of our Direct Investment Service, or hold other TrinityBridge investments, you will continue to be able to view and download information on your investments, transactions, and correspondence.
We may retain your personal information for the reasons explained in our Privacy policy, even after you transfer out or withdraw.
Our Investor Support Team remain on hand to support you. If you have any questions, or require additional support, you can contact us on 0800 028 8960 or +441606 810 191 if you are overseas, or email PwCsupport@trinitybridge.com and we will be happy to help.
Details of how to make a complaint can be found here
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.
