I currently have vanilla defined contribution pension with Aviva through work, but looking to transfer to a SIPP provider to take more control of my pension. Looking to invest in ETFs mainly.
What I'm most interested in when choosing a platform is the reporting, data, and ease of use. Fees are a bit less important to me.
Anyone have a great SIPP platform recommendation? One that has good performance reporting and portfolio analysis tools?
Looking at the big players like Hargreaves Lansdown, AJ Bell, Interactive Investor, IG, etc.
If brokers showed clients a clear view of their performance, the clients could realise they’d be better off not trading, which is not good for business, so you usually don’t get tools beyond running PNL, which is not very useful and reinforces natural cognitive biases.
On data, you often get a rebranded third party service like Morningstar, which is only moderately useful compared to going to the source directly. I wouldn’t bother and use separate services for brokerage and data/analytics. For ETFs, if you bear using USD proxies etfreplay.com is pretty nice.
