Transfer your pension

To transfer your pension, you need to write in or call us requesting a Transfer Quotation. This Quotation contains all of the relevant paperwork you need to start your Transfer. Our contact details are on the Contact Us section of this web site. Alternatively, you can go to the Valuations section of this web site and request a Transfer Quotation.

Once we have received all of the necessary, correctly completed, documentation from you and your new pension provider, and all our requirements, as identified by us, are met, we can then arrange for a Transfer of your funds to your new provider.

The decision to transfer the value of your pension plan(s) is important, so we strongly recommend you consult your financial adviser when considering your options.

Please remember that we are unable to give financial advice, but we are happy to answer specific questions about your plan. If you do need advice, you should contact your financial adviser. If you do not already have a financial adviser, you can find details of the advisers in your area on the IFA Promotion Ltd website at www.unbiased.co.uk. Please note, financial advisers may charge you for providing advice.

Things to think about before transferring your plan

Transferring your pension is a big step, so we have highlighted a few things you may wish to consider before you finally commit to transferring away. In particular, please make sure you understand:

The cost of transferring – the transfer value offered may not buy the same level of benefits with a new provider. The new provider may also make up-front charges.

Additional features – your current pension may have other benefits included such as Guaranteed Annuity, Guaranteed Minimum Death Benefit, Guaranteed Annual Bonus, Guaranteed Minimum Future Fund. These benefits may not be available, or may be reduced, from your new provider.