Ask us to transfer a pension

Ready to get started?

Your existing pension may have benefits and features that you'd like to keep. Or you may decide to give these up when you transfer. We’ll tell you about these so you can work out what’s best for you.

     Details you'll need to hand

  • Your National Insurance number. You’ll find this on your payslip or a P60 form.
  • The plan number for your pension with us. You’ll find this on any letter you’ve received from us.
  • Your other pension providers’ details, including name and member or plan number. You may find these on your annual statement or one of their letters. You also need to ask for a current value.

How we help you transfer

We’ve kept our transfer process simple in three ways.

We won’t charge you to transfer to us

We won’t charge you to transfer to us

You won’t pay a fee to transfer to us. You may find your other providers charge you what’s known as an ‘exit fee’.

We’ll explain the small print along the way

We’ll explain the small print along the way

Where we use legal wording in our form, we explain what it means.

We’ll let you know what happens next

We’ll let you know what happens next

Once you submit your form, we’ll keep in touch about how the transfer is going. If we need you to do anything, we’ll let you know.

Your details

Need help?

If you'd like to talk to us about your transfer, please call us. You'll find our contact details on your scheme infosite.