Things to consider before you transfer
If you are thinking about transferring to another provider, please the read the information in our pension scams information booklet and on the FCA ScamSmart website.
We also recommend seeking advice from a suitably qualified financial advisor or free, impartial pension guidance from MoneyHelper or (if you are 50 or over) Pension Wise.
The following instructions are for transfers to a:
- Self-Invested Personal Pension (SIPP)
- Personal Pension
- Stakeholder Pension
- Public Service Pension Scheme
- Master Trust Scheme
- Collective Money Purchase Scheme
- Annuity Provider
You will need to follow separate instructions to transfer to a Small Self-Administered Scheme (SSAS), Occupational Pension Scheme or a Qualifying Recognised Overseas Pension Scheme (QROPS).