Pension transfers

Things to check before you transfer a pension

Pension transfers

Before you transfer a pension you should check

  • What kind of pension you are transferring
  • Your current provider does not provide the pension options you want
  • The costs of your old and new pension providers, including any costs for transferring
  • If your old pension has any safeguarded or other benefits you might lose

Depending on your situation, you may require financial advice before transferring a pension. A useful resource to learn more about pension transfers is here.

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