Transfer your existing pensions
Transfer old pensions to your SIPP – both online and by post. Please ensure you won’t lose valuable guarantees or incur excessive exit fees by transferring.
Benefits of transferring
Which pensions can you transfer?
You can transfer most types of pension to your SIPP normally without needing advice, (the total combined value of pensions being transferred must be £1,000 or more). These include:
If your pension isn't listed above, please call the Helpdesk on 0117 314 1795 and speak to a pensions specialist for more information.
How do you transfer your pension?
You can do this online or by post and it only takes two minutes.
There's no need to choose your investments today
Your pension will be transferred as cash so you can decide where to invest your SIPP when the transfer completes. This means it will be unaffected by stock market rises or falls during this period.
You can't normally access the money in a SIPP until at least age 55 (57 from 2028). Please remember taxation depends on your circumstances and tax rules can change over time. Investments can go down in value as well as up so you could get back less than you invest. This website is not personal advice; if you are unsure of an investment's suitability for your circumstances you should seek advice. Correct for 2021/2022 tax year.
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