Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

GATE CLOSING — Royal Mail Share Offer Departing 8th OCTOBER

gateclosingNot made up your mind yet? Then go back and re-read the last three blogs. Remember it’s your money and unless you are entirely comfortable with the risks don’t do it whatever anyone else says.

I have now applied for shares in my name, my wife’s name and for my stepson. Expect applications to be scaled back. You can only make one application in your own name.

My strategy has slightly changed. If I still hold the shares after three months I will transfer them to my Pension Fund where I hold most of my medium term investments. That will free up funds in my Fund and Share account to look for other opportunities to utilise my annual Capital Gains allowance.

I have been asked if I can be more specific about how to apply. If you don’t already have an account somewhere the simplest route is via Hargreaves Lansdown.

On their Homepage scroll down to where it says FUND AND SHARE ACCOUNT and click OPEN AN ACCOUNT.


Fill in the form that pops up.

You will need to have funds available in an account from which you can make a debit card transfer.

When complete return to HOME PAGE – top left – and click on Royal Mail Share Offer FIND OUT MORE AND APPLY NOW.

On next page click APPLY NOW. You will need to LOGIN to complete the process.

Don’t leave it to the last minute. The Hargreaves Lansdown site is good but even it may struggle to cope with last minute demand.

A final reminder. This is NOT advice. It’s your money and your decision!!!


This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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