After a detailed review of our business, we have decided to close our Self-Directed Service in 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 Self-Directed 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 Self-Directed 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 Self-Directed Platform, 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.

On 1 May 2026, your Self-Directed SIPP will automatically move into our Direct Investment Service. Please see the ‘Move to our Direct Investment Service’ section above for more information.

You might wish to research if any other UK service providers accept new applications from outside of the UK, however interactive investor (ii) have confirmed that they do not.

You may also wish to explore moving your SIPP to a qualified recognised overseas pension scheme (ROPS) in the country of your residence, but restrictions apply. This is a complex area of legislation and may have tax consequences. We suggest you seek professional advice if you are considering this as an option.

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 014 2712 or +441606 810 191 if you are overseas, or email investorsupport@trinitybridge.com and we will be happy to help.

Details of how to make a complaint can be found here

• Each product provider will have their own account opening and transfer process which is unique to them and their service.
• Once you have selected the provider of your choice, you should contact them directly, or follow the steps detailed on their website, to find out how to arrange a transfer from TrinityBridge to their service.
• The provider will get in touch with us on your behalf in order to arrange the transfer of your investments.
• Important: If you are transferring an ISA, you should ensure the provider is aware that you hold a Stocks and Shares ISA, rather than a cash ISA, as this will help to prevent any delays.

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-Directed service provider and are happy to provide preferential terms to our clients.

Yes, ii are offering the promotional offer to all TrinityBridge Self-Directed clients, regardless of if you are already hold an ii account.

Selling investment holdings will be treated as a disposal of units and may result in a tax liability on chargeable gains if your holdings are outside a tax wrapper such as an ISA. As tax implications depend on individual circumstances, we recommend consulting a professional adviser. We are unable to provide tax advice. Withdrawals from an ISA will also result in the investments losing their tax-free ISA status.

How to sell

•  Login to your account here. 
•  From the summary page, click onto the action button to the right-hand side of your chosen account
•  Select sell holdings from the dropdown menu
• Enter the amount you wish to sell in the yellow sell boxes, this can be done in units or as a monetary value
• Once you are happy with your instruction, select the green Proceed to trade button at the bottom of the screen
• You may be asked to tick a box to say you have understood the terms and conditions or trade instructions
• Once complete there should be a pink square with the letter ‘p’ in it on your summary page
• It will take 3-5 working days for your trades to settle and be available as cash within your Self-Directed account

How to withdraw

•  Login to your account here.
• From the summary page, click onto the action button to the right-hand side of your chosen account
• Select Withdraw cash from the dropdown menu
• Enter the amount you wish to withdraw
• Select the green request withdrawal button
• Withdrawal requests submitted before 4pm Monday to Friday will be processed on the same day - any withdrawal requests made after this time will be actioned the following working day. Withdrawn cash will be available within 3 working days

Your nominated account is the one you provided when you opened your Self-Directed account with TrinityBridge. If you want to confirm these details or nominate a new account, please contact us.

• You will continue to be responsible for any investment decisions and for the ongoing suitability of your investments, but you will no longer be able to make transactions online, yourself.
• This is not a service that is suited to clients that wish to trade regularly. To make changes to your investments, you will be required to submit application forms via DocuSign, email, or in the post. The Direct Investment Service website hosts an array of forms required to submit your instructions, along with investment research and news articles. Our Investor Support Team will be on hand to process your instructions and help with the general administration of your portfolio.
• Transactions will therefore take longer than they do for you at present and will be at the market price at the time the order is placed, rather than the time of your instruction. This could take up to three days on receipt of the application form.
•  Any current holdings you have will be retained and can be sold on your instruction. However, only UK Collective Investments are permitted to be purchased within this service. New purchases and dividend reinvestments of anything other than funds are not permitted. 
• More information about the Direct Investment Service can be found here

• If you opt to move to our Direct Investment Service, you will continue to pay for the use of our platform.
• If you hold a TrinityBridge SIPP, the £150+VAT annual administration fee will also continue to apply.
• Full details relating to costs and charges relating to this service can be found here.

As per our Terms and Conditions should you retain a cash balance of less than £25 for a 12-month period or more within your Investment Account or ISA, we reserve the right to arrange payment of the balance to your nominated bank account. If you have not nominated a bank account, a cheque will be posted to the home address we have on file for you.  

No changes will be made to your Portal access, you will be able to use your current credentials to log-in to your account.

If you have existing drawdown arrangements in place, they will remain unaffected. After 1 May 2026 there will be no changes to how you add a new drawdown request or amend an existing request, other than how you locate the instruction form. The ‘SIPP Benefit Form’ can be found here, or alternatively, you can request to receive the form electronically via Docusign by contacting our Investor Support Team.

•  You do not have to do anything should you wish to move into this service. From 1 May 2026, any Self-Directed accounts that remain invested on the TrinityBridge platform will automatically become part of our Direct Investment Service and you will become a client of our Direct Investment Service.
• You will receive periodic reminders about our service closure, to ensure you are aware of the options available to you before your service changes.
• You can still transfer out of this service or withdraw your holdings at any time, however the withdrawal process will involve instruction via the completion of a form.