Step 2: Get ready to transfer

Once you are certain that you qualify to transfer into your Scottish Widows Workplace pension or Retirement Account and have satisfied yourself that it is right for you, you can start the easy online application. To make your application as simple as possible, you’ll need to gather all the information listed below.

Getting the right information ready

You will need to know the following information from your pensions if you wish to start the transfer online.

Details of the pensions you wish to transfer

Your old pensions

Your old pensions

  • The scheme/plan details including: scheme name, and plan or policy number
  • The transfer value of the pension

Where will I find this information?

If you don’t have the above information to hand or filed away at home, you should contact the pension provider. We’ve made it easy for you to do this with some templates that ask exactly the right questions so you don’t have to.

Download a phone script

Download a letter template

Details of the Scottish Widows pension that you're transferring into for existing customers

Pension transferred

Pension transferred

  • Scottish Widows pension scheme name tooltip
  • Scottish Widows policy number or plan number tooltip

Where will I find this information?

If you don’t have the above information to hand, filed away at home, or are unsure which pension you are in, you should contact Scottish Widows.

Important – Workplace Pension customers

If you have a Workplace Pension make sure you have:

Read the key features document of your Workplace Pension:

Read the important notes for applications

Important – Retirement Account customers

If you have Retirement Account make sure you have:

Read the key features document of your Retirement Account:

Read the important notes for applications

If you don’t have the above information to hand or filed away at home, please contact either:

  • Scottish Widows on 0345 716 6777
  • Clerical Medical on 0345 603 6770
  • Lloyds on 0345 300 4455
  • Halifax on 0345 030 6244

If you can’t find an old statement or remember what company an old pension is with, there’s a free government-run pension tracing service that can help you track down old and dormant plans.

Pension Tracing Service

Whats next?

Once you’ve got all the information, you’re ready to transfer into your Scottish Widows pension using our online secure form. You can transfer more than one pension pot using the form.

Transfer your pension